Vinva Investment Management

Fee-Only (% of Portfolio)

Vinva Investment Management, based in Sydney, Australia, specializes in managing active equity strategies for institutions and high-net-worth individuals. Vinva uses a systematic, style-neutral approach to investing, leveraging technology and research to identify market inefficiencies. Magellan Financial Group has a minority stake in Vinva but does not control its operations. Vinva manages investments on a discretionary basis.

Assets Under Management$18B
Clients20
AdvisorsN/A
Avg. per Client$880M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$150M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.55%

Fee is for separate accounts in the global equity long only strategy. Fees may be negotiable based on several factors including account type, existing relationship, complexity of client requirements, account size, or other special circumstances. Performance-based fees may also be negotiated with clients.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Vinva Investment Management | TrueAdvisor