Investments

Valu-Trac Investment Management

FE fundinfo Alpha managers

Top fund managers rated by trustnet at this group

Fund manager

Alpha rated

Manager total return (3y)

Biggest current fund

Barry Norris

16.6 %

VT Argonaut Absolute Return

David F Ridland

3.7 %

VT Castlebay UK Equity

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management

All fund managers at this group

34 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	AJ Bell Asset Management Limited	15.0	14.8	31.5	n/a	n/a	VT AJ Bell Adventurous VT AJ Bell Balanced VT AJ Bell Cautious VT AJ Bell Moderately Adventurous VT AJ Bell Moderately Cautious VT AJ Bell Global Growth VT AJ Bell Income VT AJ Bell Income & Growth
2	William Argent	8.0	-14.5	4.8	29.7	n/a	VT Gravis UK Infrastructure Income VT Gravis Clean Energy Income
3	Rosemary Banyard	25.3	-7.7	n/a	89.9	110.7	VT Downing Unique Opportunities
4	Leah Bramwell	14.4	-6.3	12.5	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
5	Mike Clements	18.6	1.2	n/a	n/a	n/a	VT Downing European Unconstrained Income
6	Jeremy Davis	14.4	-6.3	12.5	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
7	Richard De Lisle	20.1	30.0	100.3	94.1	239.9	VT De Lisle America
8	Gareth Deacon	11.8	0.0	n/a	n/a	n/a	VT Blackfinch Income Portfolio VT Blackfinch Defensive Portfolio VT Blackfinch Cautious Portfolio
9	Anthony Eaton	21.0	-4.3	n/a	n/a	n/a	VT Downing Global Investors
10	Simon Evan-Cook	14.2	n/a	14.8	17.0	42.7	VT Downing Fox 60% Equity VT Downing Fox 100% Equity VT Downing Fox 80% Equity VT Downing Fox 40% Equity
11	Charles Gillams	14.3	2.6	n/a	n/a	n/a	VT Global Total Return
12	Pras Jeyanandhan	18.6	1.2	25.6	n/a	n/a	VT Downing European Unconstrained Income
13	James Kempster	13.4	2.1	15.1	n/a	n/a	Discovery Balanced Discovery Growth Discovery Cautious
14	Mark Lynam	14.3	2.6	23.4	21.0	27.7	VT Global Total Return
15	Josh McCathie	25.9	5.4	n/a	n/a	n/a	VT Downing Small & Mid-Cap Income
16	Simon Murphy	n/a	n/a	n/a	-15.9	-11.4	VT Tyndall Unconstrained UK Income
17	Pietro Nicholls	9.9	-3.7	9.7	n/a	n/a	VT RM Alternative Income
18	Barry Norris	7.8	16.6	28.0	17.9	28.1	VT Argonaut Absolute Return
19	Matthew Norris	18.4	-14.8	8.2	n/a	n/a	VT Gravis UK Listed Property (PAIF) VT Gravis UK Listed Property (Feeder) VT Gravis Digital Infrastructure Income
20	Alex Paget	14.2	n/a	n/a	n/a	n/a	VT Downing Fox 60% Equity VT Downing Fox 100% Equity VT Downing Fox 80% Equity VT Downing Fox 40% Equity
21	Richard Philbin	13.5	0.6	13.3	15.7	34.2	Discovery Balanced Discovery Growth Discovery Cautious
22	Barney Randle	26.5	-0.8	54.6	89.3	n/a	VT Teviot UK Smaller Companies
23	James Robson	9.9	-3.7	9.7	n/a	n/a	VT RM Alternative Income
24	David Saunderson	14.4	-6.3	12.5	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
25	Richard Scrope	21.9	10.9	47.0	80.4	137.6	VT Tyndall Global Select
26	Heneage Stevenson	16.8	17.3	29.5	44.4	n/a	VT Vanneck Global Equity Income
27	William Stevenson	16.8	17.3	29.5	44.4	81.3	VT Vanneck Global Equity Income
28	Alex Sumner	11.8	0.0	n/a	n/a	n/a	VT Blackfinch Income Portfolio VT Blackfinch Defensive Portfolio VT Blackfinch Cautious Portfolio
29	Tatton Investment Management Limited	0.0	0.0	n/a	n/a	n/a	VT Sinfonia Income & Growth Portfolio VT Sinfonia Cautious Managed Portfolio VT Sinfonia Balanced Managed Portfolio VT Sinfonia Adventurous Growth Portfolio
30	Tatton Investment Team	16.5	9.7	28.6	36.6	69.4	VT Tatton Blended Defensive VT Tatton Blended Aggressive VT Tatton Oak Capital Growth VT Tatton Oak Cautious Growth VT Balanced Portfolio Overlay VT Active Portfolio Overlay VT Aggressive Portfolio Overlay VT Tatton Blended Active VT Tatton Blended Balanced VT Tatton Blended Cautious
31	Valu-Trac Investment Management Limited	12.2	24.8	35.1	45.2	85.0	VT Munro Smart-Beta UK
32	Dan Vaughan	26.5	-0.8	n/a	n/a	n/a	VT Teviot UK Smaller Companies
33	Andrew Williamson-Jones	9.1	-10.5	8.3	12.4	68.6	VT Halo Global Asian Consumer
34	Felix Wintle	26.2	9.2	60.4	83.2	91.2	VT Tyndall North American