Charles Gillams was appointed advisor to the VT GTRF in November 2020 – the FCA approval to the above name change came through and the quarantine period ended mid-month.
Mark Lynam, a successful family office fund manager since the 1980s, has been responsible for its historic success – he is now advised by Monogram.
The Fact Sheet below provides you with key investor information about this fund. It tells you something about our investment strategy and what it is designed to achieve. You are advised to read it so you can make an informed decision about whether to invest.
Download this factsheet
Please read the prospectus as well as the Factsheets above before you make any investment decision.
VT GTRF retains its 5 rating (meaning top 20% in capital preservation) in the Lipper Leader Metrics.
It is a UCITS available on UK platforms, and compatible with SIPPs and ISAs, so ideally positioned for IFA recommendation to clients.
“Best Family Office Investor, UK” – icf was named a winner in the inaugural Wealth & Finance magazine Alternative Investment Awards. icf is the manager for the fund formerly known as VT icf Absolute Return Portfolio (ARP) fund which has changed its name to VT GTRF which may be considered appropriate for investors with a long term investment horizon, at least 3 to 5 years, who are looking for a consistent return with lower volatility than equity markets and a low correlation with other investments generally.
Further information about the VT GTRF
Mark Lynum draws further analysis from Andrew Hunt, a highly experienced leading economist who also produces a regular economic commentary for icf that is distributed to clients. Their performance speaks for itself.
The graph below shows our 10 year performance.
If you would like to consider investing in the VT GTRF please speak to your independent financial adviser.
If you are an elective professional, you will find the following information useful:
Dealing Information
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
Applications http://www.valu-trac.com/administration-services/clients/icf/
Dealing lines open 8.30am to 5.30pm
Valuation point 12 noon daily
Please call Monogram on 07711 128457 if you would like to discuss opening a client account with Jarvis Investment Management, who will be happy to deal for you.