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Keeping to the Tracks

Introduction

Index trackers are a simple and low cost way to track stock markets and other asset classes. Unlike conventional trackers, which never deviate, the Vanquish Managed Index range allows management discretion in adverse economic conditions.

THE VANQUISH PORTFOLIOS

Managed Index Range

Vanquish Index is a range of global stock market and fixed interest tracking portfolios that enable you to select your preferred equity to fixed interest exposure. 

 

Unlike conventional index trackers, Vanquish Index benefits from active management, enabling the managers to respond to adverse economic conditions and market downturns.

Index 100

Track the world's stock markets in one simple investment. Index 100 mirrors each market's geographic, sector and underlying stock weightings. As with all of our index portfolios, the managers are able to exercise discretion, providing the ability to respond to adverse economic conditions and market downturns.

FACTSHEET

Index 80

Tracking the world's stock markets with 80% of your investment, whilst 20% is held in fixed interest instruments. As the name suggests, these pay a fixed level of return and whilst interest rates remain high the portfolio favours money markets over bonds, for stronger annual returns and reduced volatility.

FACTSHEET

Index 60

Index 60 provides 60% global stock market exposure and 40% fixed interest. The increase in fixed interest exposure and reduction in company shares is designed to further reduce volatility, whist still maintaining a majority focus on stock market gains.

FACTSHEET

Index 40

Index 40 represents the cross over point where you are are primarily tracking fixed interest, whilst retaining global stock market exposure. Whilst still providing significant equity participation, the emphasis has now moved to the reduced volatility that fixed interest exposure can deliver.

FACTSHEET

Index 20

With 80% fixed interest and 20% stock market exposure, Vanquish Index 20 is designed to firmly place the focus on lower volatility whist still retaining a small equity exposure. The fixed interest element is still focused on money markets over lower yielding bonds.

FACTSHEET

Index 00

Vanquish Index 00 is 100% fixed interest with no equity participation whatsoever. it is designed for those who want a low cost approach to holding global bonds and money market instruments on an exclusive basis or for blending with Index 100 to achieve a more precise equity/fixed interest mix.

FACTSHEET
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