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

Alex Funk

31.2 %

VT PortfolioMetrix Core Balanced Portfolio

David F Ridland

4.7 %

VT Castlebay UK Equity

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management

All fund managers at this group

29 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	Michael Bedford	13.7	40.4	55.6	52.2	65.3	VT Woodhill UK Equity Strategic
2	James Bowmaker	n/a	35.6	29.8	35.8	24.3	VT Tyndall Unconstrained UK Income
3	Leah Bramwell	8.3	19.6	11.1	41.5	n/a	VT Cantab Balanced VT Cantab Moderate
4	Mike Clements	24.2	39.6	47.8	n/a	n/a	VT Tyndall European Unconstrained
5	Jeremy Davis	8.3	19.6	11.1	41.5	n/a	VT Cantab Balanced VT Cantab Moderate
6	Richard De Lisle	12.9	44.4	96.5	168.0	153.8	VT De Lisle America
7	Paul Denley	7.5	18.4	12.8	20.2	21.5	VT Avastra Global Equity VT Avastra Global Fixed Income VT Avastra Global Diversified Assets
8	Charles Gillams	9.0	19.3	29.3	n/a	n/a	VT Global Total Return
9	Pras Jeyanandhan	24.2	39.6	47.8	78.7	n/a	VT Tyndall European Unconstrained
10	James Kempster	7.4	21.8	20.4	n/a	n/a	Discovery Balanced Discovery Growth Discovery Cautious
11	Mark Lynam	9.0	19.3	29.3	35.7	36.5	VT Global Total Return
12	Josh McCathie	4.5	12.3	n/a	n/a	n/a	VT Downing Small & Mid-Cap Income VT Downing Unique Opportunities
13	Richard Morrison	7.5	18.4	12.8	20.2	21.5	VT Avastra Global Equity VT Avastra Global Fixed Income VT Avastra Global Diversified Assets
14	Simon Murphy	18.3	n/a	n/a	18.2	8.6	VT Tyndall Unconstrained UK Income
15	Pietro Nicholls	8.0	-3.8	5.7	19.6	n/a	VT RM Alternative Income
16	Richard Philbin	7.4	20.5	20.1	30.8	35.6	Discovery Balanced Discovery Growth Discovery Cautious
17	Barney Randle	15.1	22.5	40.2	91.3	n/a	VT Teviot UK Smaller Companies
18	James Robson	8.0	-3.8	5.7	19.6	n/a	VT RM Alternative Income
19	David Saunderson	8.3	19.6	11.1	41.5	n/a	VT Cantab Balanced VT Cantab Moderate
20	Richard Scrope	-9.9	14.8	21.9	64.0	89.8	VT Tyndall Global Select
21	Heneage Stevenson	3.6	29.7	47.1	55.5	71.1	VT Vanneck Global Equity Income
22	William Stevenson	3.6	29.7	47.1	55.5	71.1	VT Vanneck Global Equity Income
23	Tatton Investment Management Limited	9.1	23.0	20.5	n/a	n/a	VT Sinfonia Income & Growth Portfolio VT Sinfonia Cautious Managed Portfolio VT Sinfonia Balanced Managed Portfolio VT Sinfonia Adventurous Growth Portfolio
24	Tatton Investment Team	10.1	29.4	36.9	57.9	67.4	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
25	Valu-Trac Investment Management Limited	13.8	28.0	61.2	68.2	82.8	VT Munro UK Equity Income
26	Dan Vaughan	15.1	22.5	n/a	n/a	n/a	VT Teviot UK Smaller Companies
27	Andrew Williamson-Jones	2.1	-7.5	-8.0	13.1	32.3	VT Halo Asia Growth
28	Felix Wintle	0.5	47.7	26.1	104.0	n/a	VT Tyndall North American
29	Paul Wood	13.7	40.4	55.6	52.2	65.3	VT Woodhill UK Equity Strategic