Flexible

Investment strategy

Vector Flexible is an actively managed global allocation fund, investing in companies that combine strong fundamentals with attractive valuation, while reducing or eliminating market risk when conditions so require. The investment team employs a disciplined, fundamental analysis via a proprietary stock-selection model, assessing over 2500 companies worldwide. The model replicates the approach taken by traditional investors whilst avoiding common behavioural biases. Its output is used to support the decision making of the team, who combine the model’s systematic analysis with their assessment of a company’s risk profile. The Fund is designed for consistency and is not biased towards value, growth, quality or sentiment investment styles, but seeks to benefit from the impact of such factors on stock valuations throughout the investment cycle. Each stock is systematically analysed across all of these dimensions, factoring in market sentiment towards the company, to identify those with the most attractive combinations. Throughout a full business cycle, the Fund aims to maximise its alpha while targeting a beta of between 0.5 and 0.7 with the global equity markets. The Fund may invest up to 100% of its assets in cash or money market instruments. The Fund may invest up to 10% of its net assets in UCITS. It may also use futures and other derivatives to hedge its currency and market exposure.

Fund characteristics

Fund costs