Information for IFAs
The Basics
As an IFA, you need to know that we are specialist fund managers in the targeted absolute return space. We deal exclusively with elective professional investors; we encourage retail investors to approach us through their independent financial advisers.
Our model the MonograM Model.
Our Experience and Outcomes
We undertake research on the absolute return sector (request copies of our analysis documents), which shows that the vast majority of absolute return funds are inferior in their returns to our simple passive MomentuM model.
At a time of heightened FCA interest in client outcomes, we think that FCA advisers should be asking much more about outcomes, and indeed asking if a simple model might perform better within client portfolios.
Alongside the MonograM Momentum Model, we are also advisers to the VT Global Total Return Fund.
As such, we are involved on both sides of the age-old division between systemic/passive and active investing. Each type has its advocates, and each type has periods of outperformance: to have both is therefore essential.
The VT GTRF UCITS aims to have volatility below two-thirds of the S&P 500. As a UK UCITS, it is also more readily available to clients, in a recognised industry format.
Who might need exposure to our products?
Monogram Capital Management Limited is always happy to discuss the Absolute Return sector with clients, either in person or over Zoom (Schedule a call).
We are small and specialist, but with a great deal of experience in this area, and a fascination with the field. Our commitment to our clients is important to us – it means we won’t simply park their investments in poorly performing mega-funds.
If you as an IFA would like to get in touch, please see our contact page.
How to Invest – further information for IFAs
The VT Global Total Return Fund is a UK based UCITS with daily dealing. Find it on all good platforms or by direct application to VT.
There is further information on how to invest in the VT GTRF on our page here.
The MonograM Model is offered as a managed account, through two service providers:
- Jarvis Investment Management (JIM), for accounts under £100,000 in Sterling only.
- Archer Daniel Midland (ADM, a S&P 500 Company) for accounts over £100,000 in either Sterling or Dollar holdings.
The holding is always held in the investor’s name, but will be managed by Monogram Capital Management. If you would prefer to operate it through an existing account we can provide this too. Clearly this option allows you to retain all client contact, with our involvement simply being on the fund management side.
For bespoke models costs may vary and depend on how many versions you require, how many clients use them, the AUM and over what time period.
However we regard a passive, low dealing, ETF-only product as inherently amongst the lowest cost options on the market.
If you are interested as an IFA do please get in touch
If you have any questions or thoughts about the MonograM Model, our research on the space, or a request for a private briefing for your firm or colleagues, please do get in touch with Charles Gillams via our contact page
We look forward to hearing from you.