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

38.1 %

VT PortfolioMetrix Core Balanced Portfolio

David F Ridland

17.8 %

VT Castlebay UK Equity

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management

All fund managers at this group

30 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	AJ Bell Asset Management Limited	14.9	34.6	55.5	66.1	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	Michael Bedford	14.0	37.3	60.7	41.4	59.4	VT Woodhill UK Equity Strategic
3	James Bowmaker	21.0	30.9	21.0	22.9	13.5	VT Tyndall Unconstrained UK Income
4	Leah Bramwell	12.6	24.5	20.5	39.6	n/a	VT Cantab Balanced VT Cantab Moderate
5	Mike Clements	30.9	52.5	n/a	n/a	n/a	VT Downing European Unconstrained Income
6	Jeremy Davis	12.6	24.5	20.5	39.6	n/a	VT Cantab Balanced VT Cantab Moderate
7	Richard De Lisle	13.6	36.7	122.9	132.6	177.7	VT De Lisle America
8	Paul Denley	10.9	21.0	16.8	19.0	21.1	VT Avastra Global Equity VT Avastra Global Fixed Income VT Avastra Global Alternatives
9	Charles Gillams	7.5	22.4	32.3	n/a	n/a	VT Global Total Return
10	Pras Jeyanandhan	30.9	52.5	n/a	n/a	n/a	VT Downing European Unconstrained Income
11	James Kempster	9.0	27.1	27.6	n/a	n/a	Discovery Balanced Discovery Growth Discovery Cautious
12	Mark Lynam	7.5	22.4	32.3	31.3	32.9	VT Global Total Return
13	Josh McCathie	0.9	25.4	n/a	n/a	n/a	VT Downing Small & Mid-Cap Income VT Downing Unique Opportunities
14	Richard Morrison	10.9	21.0	16.8	19.0	21.1	VT Avastra Global Equity VT Avastra Global Fixed Income VT Avastra Global Alternatives
15	Simon Murphy	14.9	n/a	n/a	4.5	1.0	VT Tyndall Unconstrained UK Income
16	Pietro Nicholls	1.1	-1.0	14.0	23.3	n/a	VT RM Alternative Income
17	Richard Philbin	9.0	23.5	26.3	27.9	35.4	Discovery Balanced Discovery Growth Discovery Cautious
18	Barney Randle	3.9	28.4	71.5	80.9	n/a	VT Teviot UK Smaller Companies
19	James Robson	1.1	-1.0	14.0	23.3	n/a	VT RM Alternative Income
20	David Saunderson	12.6	24.5	20.5	39.6	n/a	VT Cantab Balanced VT Cantab Moderate
21	Richard Scrope	0.6	24.6	35.5	70.7	100.9	VT Tyndall Global Select
22	Heneage Stevenson	11.9	38.3	64.7	57.9	76.5	VT Vanneck Global Equity Income
23	William Stevenson	11.9	38.3	64.7	57.9	76.5	VT Vanneck Global Equity Income
24	Tatton Investment Management Limited	0.0	0.0	-34.9	n/a	n/a	VT Sinfonia Income & Growth Portfolio VT Sinfonia Cautious Managed Portfolio VT Sinfonia Balanced Managed Portfolio VT Sinfonia Adventurous Growth Portfolio
25	Tatton Investment Team	12.9	34.8	47.2	55.5	66.4	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
26	Valu-Trac Investment Management Limited	13.2	39.4	77.5	63.6	85.1	VT Munro Smart-Beta UK
27	Dan Vaughan	3.9	28.4	n/a	n/a	n/a	VT Teviot UK Smaller Companies
28	Andrew Williamson-Jones	0.7	14.3	3.9	28.4	27.5	VT Halo Asia Growth
29	Felix Wintle	23.5	36.6	64.0	105.0	n/a	VT Tyndall North American
30	Paul Wood	14.0	37.3	60.7	41.4	59.4	VT Woodhill UK Equity Strategic