You're good.
But we can make you better.
Introduction
The best designs evolve so that each generation surpasses the last. The Vanquish portfolios embody this, representing the next stage in evolution through ongoing growth, adaptation, innovation, and enhancements, well beyond those of their predecessors
Fully-Managed
Designed to take the best ideas from across our portfolio ranges and blend these together so that each investor is automatically holding the most appropriate assets for each stage of their investment journey at any given time.
The significant updates to the underlying assets and weightings, together with additional new sector specific portfolio ranges, enable more precise positioning of higher risk/reward growth stocks & sectors during the longer term, swinging to lower volatility defensive stocks & sectors as the portfolio moves towards income or withdrawal.
Fixed interest is also more heavily biased towards money markets, reducing portfolio volatility.
An Enhanced Lifestyle
New Range
Optimum LifeStages
The optimum approach was previously considered to be a mix of index trackers, with no direct stock holdings and very heavy UK exposure.
We no longer consider this to be the case and therefore the entire Optimum range has been replaced with LifeStages - the corresponding risk/reward components from the new and upgraded Lifestyle portfolios (see above).
This greatly reduces UK exposure and gives access to a wide range of individual share holdings which are selected to match the appropriate level of risk/reward for each portfolio' objective.
Again, fixed interest is also now more heavily biased towards money markets, reducing volatility.
Index
A range of global stock market and fixed interest index tracking portfolios, beginning at 100% equities and reducing in increments of 20%.
The equity component carries a very low level of standard deviation to minimise tracking error and achieve more faithful market replication, whilst the fixed interest element has been overhauled to take advantage of current interest rates and provide access to high yielding money market instruments.
We have also introduced a 100% fixed interest option and - importantly - created a 'safety net' provision by giving the managers the ability to exercise discretion and withdraw from certain assets during adverse economic conditions.
Staying On Track
Global Brands
Evolving Equity
The original mandate was designed to deliver significant market outperformance through a concentrated portfolio of mainly US-listed consumer goods and services stocks, carefully balanced to achieve strong growth with lower volatility than the market as a whole.
It is a testament to the original stock selection that nearly 20 years later, half of those holdings remain. However, much has changed over time and a significant update was required to restore balance.
These adjustments reflect current market trends, increase diversification, and better align the portfolio with its original aim of combining strong capital growth with stability.
Technology
Technology Upgrade
Vanquish Technology retains the same investment mandate, but as expected in a volatile sector, its holdings have been re-evaluated to reflect market developments and new opportunities.
The technology sector is inherently volatile, which is part of its appeal. However, it remains essential to stay focused on sound investment principles.
Tech stocks demand constant monitoring and discipline. Companies at the forefront today can quickly fall out of favour, so it is vital to adjust or replace holdings without letting emotion cloud judgement. Vanquish Technology is built to manage these risks, whilst optimising returns..
New Portfolio
With an ageing population and longer life expectancy, healthcare demand is only set to rise. We are living longer lives, though not necessarily healthy ones, and this results in a far greater demand on the healthcare sector, which in turn drives up development and profits.
The main beneficiaries include pharmaceutical firms, care providers and insurers, with significant growth opportunities for biotech, robotics and digital/telehealth developers and providers.
Vanquish Healthcare is designed to take full advantage of these trends through targeted stock selection.
Healthcare
New Portfolio
A growing global population places increasing pressure on the world’s natural resources and drives demand for clean energy. At the same time, new levels of infrastructure are required to serve this ever rising population.
Vanquish Resources & Industry aims to capitalise from this through targeted investment in the companies at the forefront of all sectors that stand to benefit.
This includes those active in gas, petroleum and mining, harvesting clean energy and drinking water solutions, construction, heavy industry, logistics and the broader industrial supply chain.
Resources & Industry
New Portfolio
Defence remains a key priority for governments and corporations worldwide, with spending continuing to rise.
Cybersecurity has become a critical area of investment. As threats grow more sophisticated, demand is surging not only from military and national security agencies but also from businesses seeking protection against data breaches, ransomware, and infrastructure attacks.
Vanquish Defence focuses on companies well-positioned to benefit from sustained government spending across aerospace, weapons systems, military logistics, and strategic defence technologies, alongside those specialising in cybersecurity threat management and protection.
Defence
New Portfolio
India is the world’s fastest-growing economy, home to the world’s largest population and and its markets have outperformed even the mighty US. It has now overtaken the UK and Japan to become the 4th largest economy and remains on track to surpass Germany and claim the number 3 spot.
This substantial growth is not, however, a missed opportunity. It is the transition of an emerging economy into a developed one and Vanquish India gives investors access to this dynamic via secondary market stock listings on major international exchanges, alongside targeted investment trust holdings.
This approach maintains main market liquidity, security and trading efficiencies, whilst enabling the portfolio to access otherwise restricted stock positions and enhance diversification.