Set out below are the MonograM, (this is what we call our fully in-house momentum model) and VT GTRF (co-managed UCITS) performance.
Download our newsletters to learn more about cumulative, and year to date performance. The momentum model newsletters give top holdings and comparisons with others in this space, as does our UCITS Global Total Return Fund, VT-GTRF.
Performance of Monogram’s in house momentum model
The MonograM Model (US dollar version) returned -2.5% net in the month of September, and 8% from January 2021 to September 2021. From January to December 2020, the MonograM Model returned 11.7%.
Below are two graphs, showing the MonograM Model’s USD and GBP Net Return Indexes, and Monthly Performance.
The dollar version of the model is run for our US$ investors – download the September 2021 update
The sterling version of the momentum model is run for our GBP investors – download the Septeber 2021 performance here
The Performance of the VT Global Total Return Fund UCITS
Charles Gillams is co-manager of the VT GTRF UCITS, with Mark Lynam.
The VT Global Total Return Fund UCITS returned 4.2% in the year of 2019 and 5.5% in the year of 2020. Since Monogram Capital Management joined the advisory team in July 2020, the fund has beaten both the multi-strategy funds average, and the category benchmark, earning it the 5-star rating from Morningstar.
Monogram Capital Management became advisers to the VT GTRF UCITS on the 26th of July 2020. In the last year, the fund has made 16.1% (as of 31/08/2021).
Below is a chart of the VT GTRF UCITS’s performance, against that of the Industrial Average of the Targeted Absolute Return space for the last year (accurate as of 10.08.2021). Charles Gillams of MCM started co-managing the firm in July 2020. A revised investment approach was cleared by the FCA on 9th November 2020.
Please be aware that past performance is not a guide to future performance.