Summary
The MONOGRAM Strategy returned 4.2% gross in the month of December, ending the year at 11.7% for 2020.
(This is gross of our management fee which is 0.5% with no performance fees. Please see further details here.)
The strategy, as per the design, managed to preserve capital with drawdown peaking at -8.8% in March relative to in excess of -30% for all major indices (S&P 500, MSCI World and ACWI).
HOW DOES AN INVESTOR ACTUALLY INVEST IN THE MODEL?
The above information may not be construed as an invitation to invest – it is an invitation to compare performances of similar funds with Monogram’s performance.
We have made a recording of all kinds of issues surrounding this type of investment, as an aid to your deliberations; we hope that listening to our investor journey recording will further clarify the process of your deliberations.
If you are a retail client, and remain in ANY way unsure about any aspect of your proposed investment please ask your IFA to talk to us. We are always happy to discuss issues and options.
Please in any event, contact us to seek further information, before making an investment decision.
Risk Warning and other important information – Monogram Investment Mangement Ltd
This information is intended only for Professional Clients as defined under the rules of the Financial Conduct Authority and is not directed at Retail Clients. If you are not sure which you are, please take advice from your independent financial adviser.
The contents of this page are intended as an information service. They are not recommendations and should not be used as a basis for investment. Information gathered directly or indirectly from this page is based on sources that MCM Limited and its personnel deem reliable but MCM Limited can under no circumstances be answerable for the totality or correctness of the information.
Past performance is not a a reliable indicator of future results. The value of investments can go down as well as up and you may not get back the full amount originally invested. Your capital may be at risk.