VT Global Total Return Fund (UCITS) Performance & Resources Please Note: Charles Gillams was appointed adviser to the VT Global Total Return Fund late in 2019. The VT GTRF monthly factsheets include: If you would like any factsheets pre-January 2021, don’t hesitate to contact us.
The VT GTRF Annual & Interim Reports include: If you would like any annual reports pre-2021, please contact us. The KIID outlinesVT Global Total Return Fund | Performance & Downloads
Monogram co-manages the fund with Mark Lynam. The resources on this page are for Professional Investors only, and not for retail clients.Monthly factsheets
Downloads
Annual & Interim Reports
Key Investor Information Document (KIID)
Ratings
VT GTRF newsletters are produced monthly. Download them from the buttons below. They start in January 2021. For previous newsletters please contact us.
Recently, the VT GTRF has been given a five star rating by Morningstar. See its ratings page here.
The VT GTRF Newsletter has these sections :
- 10-year graph
- strategy statement covering philosophy and fund composition
- Risk profile section – showing the extent to which holding VT GTRF is NOT like holding the market as a whole, aiding our investors’ portfolio allocation
- Key documents links
- How to invest
- Top 3 and bottom 3 holdings in the last month
Lipper, the ratings agency, categorises the VT GTRF as top category (Lipper 5) for capital preservation, giving an indication of its function in an overall investment strategy.
Download the annual report and accounts to 31st March 21 from here.
Charles Gillams was appointed adviser to the VT GTRF late in 2019. Monogram co-manages the fund with Mark Lynam. See manager details on our team page.