Performance & Key Documents

Performance

The MonograM Model returned 1.8% net in the month of June, and 6.7% from January 2021 to June 2021. From January to December 2021, the MonograM Model returned 11.7%.

Below are two graphs, showing the MonograM Model’s USD and GBP Net Return Indexes, from October 2019 to June 2021, and Monthly Performance.

The Performance of theVT 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 took over as advisers in July 2020, the fund has beaten both the multi-strategy funds average, and the category benchmark, earning it the 4-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.

Source: Trustnet (10.08.2021)

More information on the VT Global Total Return Fund can be found on their website, here , or on their Morningstar page, here.

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

Key Documents

Documentation relating to the Monogram Model, and the VT Global Total Return Fund, can be found below.

The dollar version of the model is run for our US$ investors – download the August 2021 update
There is of course a Sterling version of the model – here are its August 2021 performance details.

The VT Global Total Return Fund’s newsletter to 31 August is below :

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