How to invest in the VT GTRF

The VT Global Total Return Fund (GTRF) is best accessed through your usual broker. You will find it 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.

We would urge you to keep in mind our strategy:

A photograph of the strategy statement of the VT Global Total Return Fund

The key investor information is downloadable from below:

VT Global Total Return Fund Class F – KIID 2020-12-31Download

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

VT Global Total Return Fund Application Form Class F

We are sorry, but you have to scroll to the end of the additional information, to actually get to the 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 some further details about our investment strategy and how we have been doing. We would urge you to read it so you can make an informed decision about whether to invest.

We retain the 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. Please read it and let us know whether this helps your understanding of what we do.

What else should I read, before making an investment?

Do please read the prospectuses, if you are an IFA or other adviser, and/or 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, and here :

The Mulben Investment Funds Prospectus 2020-12-16

Invest directly through VTicf – no platform charges