Fact sheets, Performance, Resources & Guides

Investor Resources

This is our resources section. It is for use by professional investors only.

These resources and thoughts are offered in good faith and should at no time be considered an invitation to make particular investment decisions. They are for educational purposes only and are written to inform your thinking.

Monogram MomentuM Model

View the performance and progress of the Model.

VT Global Total Return Fund

View the performance and progress of the Fund.

A short note on ‘What is Momentum in finance’

Download our paper on MomentuM and what it means in finance. A 3.5-minute read on what MomentuM is. We also talk about how the Monogram model is used in portfolios by the directors of Monogram.

Monogram Model and some 'what if' scenarios

Monogram’s investment philosophy. We look at how it would respond to frequently asked questions from investors. This is drawn from how it has responded before and how the model has performed so far.

What were some of the early questions about ETFs?

An introductory tour of what an ETF is and how a UK investor may hold them as a part of their investment portfolios. It includes a link to an explainer video on what an ETF is by Bloomberg.

For use by IFAs to talk to their clients, about Monogram

A short presentation to help IFAs talk to their more knowledgeable clients and colleagues about Monogram and our Model – who we are, the management team, and how we approach investments. For use with the above documents, but conveniently in the form of a presentation, as a speaking aid.

Regulatory Information

Regulatory Information | Monogram Capital Management Limited.

Information for IFAs

We deal exclusively with elective professional investors; more details on how to invest through us for your clients.