Bringing you live news and features since 2006 

MONOGRAM Fund now available on seven major platforms


The Luxembourg domiciled MONOGRAM Fund – a sub-fund under the Pictet Protea Fund – is now available to advisers on a number of major platforms. 

Current platforms the Fund is available on include SEI, Canada Life, Friends Provident, Transact, Fundsettle, Old Mutual Wealth, and Scottish Widows.
MONOGRAM’s investment process is designed to minimise portfolio drawdown while participating in market upsides when conditions are suitable. MONOGRAM considers drawdown, the fall in portfolio value from high to low, as the only relevant measure of risk with its avoidance at the heart of the investment process.
The fund starts with a default allocation of 100% cash, only investing in other asset classes if market conditions are favourable. In such cases, the fund invests through low cost liquid Exchange Traded Funds (ETFs) and futures representing bond, equity and commodity indices. MONOGRAM’s investment process – combining value, momentum, risk and economic-stress factors – has been designed to exploit inefficient market pricing and investor behaviour.
Milena Ivanova, Chief Executive Officer and Founding Principal of MONOGRAM, says: “Since the launch in February this year, we have seen significant demand for the MONOGRAM fund from IFAs and private client wealth managers. They can now access the fund via several major platforms, including these seven.”
The MONOGRAM fund has a minimum investment of GBP10,000, USD10,000 or EUR10,000.

Latest News

Just the two European launches this week with Fidelity bringing us a global government bond climate aware UCITS ETF and..
Ten new ETF solutions were launched for the week, each with a distinct value proposition for investors.  Detailed below are..
U.S. Bank has announced the launch of their new ETF services in Europe, as well as their first client for..
ETF data providers ETFGI has reported that the ETFs industry in the United States gathered net inflows of USD8.17 billion..

Related Articles

ETF Awards
We are very pleased to bring you the winners in the 13th outing of the ETF Express European ETF Awards,...
Off the Record Episode 1
ETF Express is pleased to announce the launch of Off the Record, a new podcast series, in partnership with Truss...
February ETF flow figures from iShares at BlackRock reveal that inflows into global ETPs were moderate for a fifth consecutive...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by