Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Vinculum to expand fund range with quadruple launch

1 Comment
Vinculum to expand fund range with quadruple launch

Vinculum, the investment boutique founded by former Liontrust chief executive Nigel Legge, is planning to expand its range with the launch of four funds.

The firm launched in 2011 with a ‘no performance – no fee’ proposition, and its inaugural Global Equity fund returned 11.23% in its first year.

Legge said he is aiming to launch Asian, US, Japanese and European equity funds using its proprietary investment process.

Stocks are selected based on audited publicly available financial information, taking no account of valuation or other style biases.

It uses the ‘StockR8’ process developed by Vinculum co-founder Bjarne Jensen to identify companies it deems of the ‘highest economic quality,’ based on their ability to show superior financial and earnings strength over time.

The universe of 65,000 global companies is then screened and whittled down to a portfolio of 50 stocks.

Legge said: ‘This will mean exactly the same process is used for these different funds. Other firms have one process under a manager of their Japan fund, for example, then a different process for their European fund.’

The existing Global Equity fund is currently available on the Standard Life and Novia platforms, and Legge said it will soon be offered via Cofunds, Skandia and Alliance Trust.

The fund has no annual management charge, but an annualised 0.25% operation cost per annum and a quarterly performance fee of 20% of returns above the performance of the MSCI World Total Return index.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Big City Bright Future

Big City Bright Future

Big City Bright Future, the brainchild of BlackRock, is a three-week work experience programme for school leavers looking to forge a career in the City.

Play Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Read More
Your Business: Cover Star Club

Profile: change is the only constant for Quilter Cheviot

Profile: change is the only constant for Quilter Cheviot

This is not the first time we have profiled David Miller, but at the time of his previous appearance his company looked very different.

Wealth Manager on Twitter