How to invest in the VT GTRF UCITS product

You would invest in the VT GTRF through your usual broker – it is found on several platforms, including Allfunds, Ascentric, AXA Elevate, Cofunds Inst (now Aegon), Pershing, Transact, AJ Bell, CS Direct, Halifax Share Dealing, HL Vantage & Killik & Co.

This is a UCITS and compatible with SIPPs and ISAs, so ideally positioned for IFA recommendation to clients, taking into account their particular goals and risk appetites.

The key investor information is downloadable from below:

If, as an IFA you would like your client to make a direct application to VT icf, (for transfer of an ISA, or making a new investment) you can download the required application form below, help to fill it in, and have them return it to the address indicated. If you are a professional investor, then of course you can do so on your own behalf.

Here is the application form

The connection of Monogram with VT icf and their Global Total Return Fund.

First a bit of the background : we were appointed advisor to the VT GTRF in November 2020. Mark Lynam, a successful family office fund manager since the 1980s, has been responsible for its historic success – he is now advised by Charles Gillams of Monogram.

The Fact Sheet below tells you something about our investment strategy and what it is designed to achieve. You are advised to read it so you can make an informed decision about whether to invest.

For the 12 month return for 2020 please view or download the end of year performance report below

VT GTRF retains its 5 rating (meaning top 20% in capital preservation) in the Lipper Leader Metrics. What does this mean, however, one might ask. Here is Lipper’s own methodology on what to make of this rating system and structure.

What else should I read, before making an investment?

Do please read the prospectuses, if you are an IFA or other adviser, recommending our fund to a retail customer. If you are a professional investor, we do recommend reading the prospectuses in full, together with their accounts

Some Useful links to Platforms, if you should choose to invest through them

Hargreaves Landsdowne haven’t yet updated our new name on their site, but here it is, with all the details, for you to take a look:

You may invest from any of these other platforms, if you are an existing customer, and have set up a log in.

If you belong with another platform and would like to invest, please get in touch with us, and we can add it.