Vanilla funds are managed by Allan Lane and Irene Bauer at Algo Chain – more information can be found here
There are various methods to buy the funds – speak to an adviser – link here
Log into your platform and search for Vanilla – if it is not available, please contact us and we will endeavour to get it loaded on your preferred platform.
Each fund comes with it’s own risk rating so investors can decide if the funds are suitable for their portfolio. Vanilla Blue Chip has a risk rating of 6 out 7 and Balanced has a rating of 4 our of 7.
No Vanilla funds are long only investment funds that do not pay any income or dividends.
Yes, Vanilla funds are available for purchase through a UK SIPP and UK ISA.
It is actively managed — this means the portfolio's holdings and weights are regularly reviewed and adjusted, based on market evaluation through both technical and fundamental metrics. The fund leverages Algo-Chain’s AI and machine learning platform, which incorporates macro-economic forecasting models and momentum indicators to inform sector and stock selection
An ETP is designed to be liquid. Retail and institutional investors trade ETP shares on an exchange just like stocks. Market makers are required to provide continuous bid/ask quotes, helping ensure tight spreads. Liquidity in the secondary market often reflects the liquidity of the underlying assets (e.g., blue-chip equities are highly liquid.
The fund is structured to align with the relevant frameworks: It operates as an ETP authorized under EU and UK regulations. Its listing and prospectus (e.g., approved by the Central Bank of Ireland and the UK FCA) imply ongoing compliance with regulatory requirements
The senior investment team has been running this strategy for several years, and there has been no turnover of staff since inception. The investment team has significant experience, and a long term tenure within the industry.
The portfolio leverages Algo-Chain’s AI & ML-assisted platform, enabling systematic screening of a vast universe of stocks (or ETFs, depending on region), combined with human oversight for decision-making. This hybrid model aims to detect economic cycles, market sentiment, and risk appetite effectively.
Rather than merely reacting, the team uses macro-economic forecasting models to determine position sizes and sector weights. This forward-looking orientation aims to both capitalize on bullish environments and protect capital in downturns.
This approach helps in optimizing diversification across sectors, systematically adapting allocations rather than relying solely on static models.