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.
