Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

MITwentyFour Monument Bond A Acc

Ranked 116 out of 125 in - Global over 12 months
All calculations are in GBP unless stated


The Fund aims to provide an attractive level of income relative to prevailing interest rates whilst maintaining a strong focus on capital preservation. The fund will invest in a diversified portfolio of UK, European and Australian residential mortgage-backed securities (RMBS).

Showing fund performance in United Kingdom View performance globally


Global over : 31/07/2015 - 31/07/2016
  • Rank 116/125 Total Return
  • Rank 43/125 Standard Deviation
  • Rank 89/125 Max Drawdown
Fund Name Currency Return
114 Fidelity FAST Fixed Income Div Alpha I-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged



115 BlackRock Fixed Income Global Opportunities A Inc GBP


116 MITwentyFour Monument Bond A Acc GBP


117 Henderson Absolute Return Bond GBP GBP


118 CS (Lux) Global Securitized Bond Fund IBH GBP

Currency exposure is hedged

Currency exposure is hedged



Fund Name Currency Risk
41 PIMCO GIS Income R GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged



42 FP SCDavies Global Fixed Income GBP Acc GBP


43 Loomis Sayles Global Opportunistic Bond Fd HSD GBP

Currency exposure is hedged

Currency exposure is hedged



43 MITwentyFour Monument Bond A Acc GBP


45 NatWest Global Investment Grade Bond S2 GBP


Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.4% 1.0%
2015 -2.2% 0.2% -1.2% -1.7% 0.6%
2014 4.7% 2.1% 2.1% 0.6% -0.2%
2013 5.0% 1.3% -0.1% 1.2% 2.5%
2012 15.4% 4.5% 0.1% 7.1% 3.0%
2011 -5.8% 0.5% 0.3% -4.8% -1.9%
2010 3.7% 2.5% -0.7% 1.5% 0.4%
2009 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/08/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B3VH8W86

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000


  • Annual management1.15%
  • Initial investment5

Related News

TwentyFour AM to broaden Monument fund's mandate

Fixed income boutique aiming to give £225 million bond fund greater flexibility.

OakTree Wealth’s Brady: the party is over

OakTree Wealth Management founder Ian Brady traded emerging market exposure ahead of this summer slide for European and US equities, but is wary about the current run in risk assets.

Bond blow-out: The yield spike explained

In a guest Investment Line Mark Holman, manager of the Monument Bond Fund, explains why last week's yield spike is part of an ongoing trend in which US, German and Japanese debt yields have risen by almost 30%.

TwentyFour plans Dynamic Bond fund to protect against rate rises

TwentyFour is launching a flexible bond strategy which they hope will offer downside protection as bond prices fall on the back of rising interest rates.

Investment Line: House price tumble could be next bombshell for banks

QE has helped prop UK banks but a double dip in residential property prices would keep full loan payment rates at depressed levels, putting further strain on lenders' coffers and potentially funds investing in RMBS.  

Our report card on Psigma's private client performance

Citywire unveils Psigma's one, three and five-year private client performance figures.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).