Monogram Momentum Model | Performance & Downloads

Monogram Momentum Model Performance & Resources

Monthly factsheets

The MonograM momentum model’s performance is monitored monthly by our investment committee, and these factsheets give a snapshot of how the model performed each month.

The factsheets include:

Peer Net Performance. We use household names like Aviva and Invesco and specialist funds like Ruffer and Carmignac as benchmarks
Cumulative Performance (From inception in January 2020 to present)
Investment Philosophy & Strategy
Investment Weighting
Investment Process
Market Overview
Investment and Risk profile
How to Invest

GBP Downloads

USD Downloads

Overall performance

Please be aware that past performance is not a guide to future performance.

From January to December 2022, the Monogram model returned – 13.1%
From January to December 2021, the Monogram model returned 14.5%
From January to December 2020, the MonograM Model returned 11.7%.

Demo

If, prior to investing in the model or the company and you wish to be briefed on the theoretical basis behind the model or any other technical details, please do get in touch.

Schedule a demo

Key Investor Information Document (KIID)

The KIID outlines

Objectives and Investment Policy
Risk and Reward Profile
Charges
Past Performance
Practical Information.

Downloads

VT Global Total Return Fund Key Investor
Information Document (KIID)

Ratings

MorningStar highly rates the VT Global Total Return Fund
Lipper, the ratings agency, categorises the VT GTRF as a top category (Lipper 5) for capital preservation, indicating its function in an overall investment strategy.

Links

The MonograM momentum model’s performance is monitored monthly by our investment committee, and these newsletters give a snapshot of how the model performed each month.

In each of these newsletters our performance is compared to those of others – we use household names like Aviva and Invesco as well as specialist funds like Ruffer and Carmignac as benchmarks.

In the interests of maximum transparency, the MonograM model sets out its holdings proportions for the previous month.

On the second page of the MongograM model newsletter for investors is usually a note on how to go about investing in the monogram model as a part of your overall portfolio

Our latest newsletter is the last one below, and to compare with the VT GTRF see our overall performance page.

December 2022 and YTD – USD – publ feb 2023

December 2022 and YTD – GBP – publ feb 2023