Vantis Financial Management, part of the Vantis accounting, tax and business advisory firm, has been awarded the top 4 diamond rating for all five of its investment strategies by investment research group Asset Risk Consultants (ARC). The award is for investment performance during the year ending 30 November 2007.
ARC assesses 53,000 funds on an ongoing base, and the premium rating is particularly impressive since this is the first time Vantis has been included. Historically, just 5 per cent of funds are accorded the prestigious 4 diamonds, and Mike Nevill, Managing Director of Vantis Financial Management, is delighted by the result: ‘‘We launched our strategies just a year ago so this is the earliest possible opportunity for assessment. Our ‘absolute return’ approach aims to give investors an annual return of the Bank of England base rate plus a 1 to 5 per cent margin, delivering positive returns in most market conditions. So it is particularly pleasing to have achieved these accolades during a period of significant market volatility.
Unlike most institutions which manage client funds between equities, fixed interest and cash, Vantis employs a much wider range of asset classes to construct a portfolio; we include: commodities, real estate, private equity, hedge funds, long/short equity and both conventional and alternative forms of fixed interest investments.’’
The results prompted ARC to comment that, ‘‘Vantis’ risk adjusted performance, relative to the benchmark, has significantly exceeded reasonable expectation. The management team has added tangible value through their investment process.’’
Adrian Gough, Head of Vantis Investment Strategies, explains further the rigorous process that is enabling investors to enjoy steady returns in turbulent market conditions, saying, ‘‘We have adopted what is known as Modern Portfolio Theory rather than guesswork or gut-feeling. It is a proven fact that asset allocation, rather than stock selection, is the greatest contributor to outperformance. We select the better performing fund managers in each asset class, and have a continuing and stringent process in place to evaluate their performance.’’
For futher information please contact Mike Nevill or Adrian Gough. Alternatively, please complete and return the online form below.