Vertex Capital Management Ltd, the London-based investment advisory firm, has launched a new UCITS fund via the SEB Prime Solutions UCITS platform.
This is the fourth launch on SEB’s UCITS platform since its inception in September 2010. The Vertex Evolution UCITS Fund, launched on the SEB Prime Solutions platform, is an adaptive multi-asset class fund with a sub portfolio of external systematic trading managers.
The fund consists of diverse building blocks that play different roles and complement each other. The blocks are built around four objectives – broad risk-controlled market exposures, amplifying returns in equity bull markets, augmenting returns in bear markets, and enhancing return on cash. It allocates capital among asset classes and global sectors/regions based on measures of market volatility, trend and momentum in line with prevailing market conditions. The sub portfolio of external trading managers is structured to perform exceptionally well during periods of high volatility and market stress.
Carl Mauritzon, founder and Chief Investment Officer at Vertex Capital Management, says: “We consider this fund a valuable addition to the fast-growing multi-asset class UCITS universe. The fund provides a turn-key solution for those investors who seek a solid core portfolio foundation. Our strong emphasis on rule-based investing and risk control provides a framework for unambiguous decision making. This is particularly important in volatile environments, where emotions easily take the upper hand. SEB’s excellent support and service presents a strong “platform” which enables us to build a broad distribution network."
Peter Herrlin, Prime Brokerage Sales at SEB, says: “We are delighted that Vertex has chosen us to help them launch their fund. We believe our one-stop-shop approach which enables faster and more cost effective fund launches, coupled with our extensive prime brokerage offering, will continue to attract a diversified range of high calibre funds.”
