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VitalityInvest makes series of product updates for advisers


VitalityInvest has announced an update on the performance of its VIRO fund range two years on from inception and expansion of its third-party fund range.

The enhancements aim to make it easier for advisers to place and monitor client portfolio performance, as well as offer them a range of diversified and high performing funds within their Retirement, ISA and Junior ISA wrappers.
Since launch in 2017, the five VIRO funds have outperformed their respective IA sector averages. The VIRO funds are a range of five risk-targeted funds designed to optimise long-term returns while staying within Dynamic Planner’s Gold Standard risk guidelines. Since launch, they’ve generated strong returns, while keeping within the set risk parameters. The results show that the range would have delivered better risk-adjusted returns than UK Equity, using the Morningstar UK Index as a reference.
In the last few months VitalityInvest has added over 250 new third-party funds from leading fund managers and will continue to expand its investment range further. This takes the number of third-party funds offered through VitalityInvest over 500 from over 50 fund managers, doubling what was initially offered at launch.
VitalityInvest has integrated with iO and Dynamic Planner back-end systems to allow advisers to see clients’ investment portfolios in one place, simplifying client administration. It is also integrated with Selectapension, O&M, Defaqto and Centra.
Mark Dennison of adviser firm LightBlue UK, says: “VitalityInvest has a very innovative approach to investments and retirement. These changes make it easier for advisers to do business while positive news about fund performance should encourage more pension transfers onto their platform.”
Justin Taurog, Deputy CEO of VitalityInvest, says: “We’ve been delighted that the VIRO funds have performed well within their respective Investment Association (IA) sectors since launch, while remaining within their risk profiles. This is welcome news given the variable market conditions since their launch in September 2017.
“In 2018 we saw equity markets fall in Q1, followed by a rally over the second and third quarters. Markets then pulled back sharply in Q4 in light of some weak macro-economic indicators. Volatility continued in 2019, both in the UK – with Brexit uncertainty and related-Sterling volatility – as well as globally, with fears of a recession and trade tensions between the USA and China. The positive two-year returns delivered by the VIRO funds under these conditions are a result of their multi-asset diversification and portfolio construction, demonstrating the sustainability of the funds’ strategies.”

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