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
From January to December 2021, the Monogram model returned 14.5%
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 MONOGRAM Strategy returned 0.3 % net in the month of October 2022 and 14.5% for the 2021 year end for its USD client base
The dollar version of the momentum model is run for our US dollar investors – Download the October 2022 performance here:
The MONOGRAM Strategy returned -1.8% net in the month of October 2022 and 10.3% for the 2021 year end for its GBP client base
The sterling version of the momentum model is run for our UK sterling investors – Download the October 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, initially earning it the 5-star rating from Morningstar (now 4*).
Monogram Capital Management became advisers to the VT GTRF UCITS on 26th 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.