Listen to Charles Gillams, CEO explain the Monogram model and how it has performed during the COVID-19 crisis – first lockdown period DURING THE 20% DROP IN MARKET LEVELS.
MONOGRAM – ETF BASED MOMENTUM DRIVEN INVESTMENT PRODUCT
Segregated Managed Account
| Minimum Investment | £50 K, $50K, €50K |
| Liquidity and NAV Calculation | DAILY |
| Management Fee | 0.5% per annum |
| Performance Fee | None |
| Investor Communication | Monthly and Annual Reports, and on request |
| Custodian and Jurisdiction |
Client-preferred Custodian; Client-preferred Jurisdiction. We work with ADM ($) accounts and Jarvis Investment Management (£) accounts |
VT GLOBAL TOTAL RETURN FUND
Objective: Positive Return, Capital Preservation, Low Volatility, Worldwide remit.
| Minimum Investment size | £ 1000 |
|
Liquidity and NAV Calculation |
DAILY |
|
Management Fee Performance Fee |
0.5% None |
| Dealing Availability : |
ISA & SIPP eligible, Allfunds, Ascentric, AXA Elevate, Cofunds Inst, Pershing, Transact and via AJ Bell, CS Direct, Halifax Share Dealing, HL Vantage & Killik & Co |
| Investor Communication | Monthly Factsheets, Bi annually, and Annual Reports – additional reports depending on market circumstances |
|
Custodian and Jurisdiction Investment Advisor |
UCITS III OEIC, UK domiciled, daily dealing. Authorised Corporate Director – Valu Trac Monogram Capital Management Ltd
|
If you would like to the performance reports of the VT GTRF please visit THIS PAGE – and DOWNLOAD THE FACTSHEET.
The VT GTRF PROSPECTUS ready to download from the same page.