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Group factsheet / Valu-Trac Investment Management

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Valu-Trac Investment Management

FE fundinfo Alpha managers
Top fund managers rated by trustnet at this group
FE fundinfo alphaManager
Fund manager Alpha rated Manager total return (3y) Biggest current fund
Barry Norris alpharated
29.5 %
VT Argonaut Absolute Return
David F Ridland alpharated
6.7 %
VT Castlebay UK Equity
Methodology: What makes an FE fundinfo Alpha manager?
Valu-Trac Investment Management
All fund managers at this group
31 managers
 Manager 1y 3y 5y 7y 9y Funds managed
1Mike Clements7.53.4n/an/an/aVT Downing European Unconstrained Income
2Tatton Investment Management Limited0.00.0n/an/an/aVT Sinfonia Income Portfolio
VT Sinfonia Income & Growth Portfolio
VT Sinfonia Cautious Managed Portfolio
VT Sinfonia Balanced Managed Portfolio
VT Sinfonia Adventurous Growth Portfolio
3AJ Bell Asset Management Limited12.415.231.2n/an/aVT 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
4Rosemary Banyard14.6-4.763.3109.4110.4VT Downing Unique Opportunities
5Leah Bramwell7.8-7.311.2n/an/aVT Cantab Balanced
VT Cantab Moderate
6Jeremy Davis7.8-7.311.2n/an/aVT Cantab Balanced
VT Cantab Moderate
7Richard De Lisle17.325.592.295.3221.3VT De Lisle America
8Gareth Deacon7.7-0.8n/an/an/aVT Blackfinch Income Portfolio
VT Blackfinch Defensive Portfolio
VT Blackfinch Cautious Portfolio
9Anthony Eaton14.14.1n/an/an/aVT Downing Global Investors
10Charles Gillams12.26.0n/an/an/aVT Global Total Return
11Pras Jeyanandhan7.53.425.5n/an/aVT Downing European Unconstrained Income
12James Kempster10.72.615.3n/an/aDiscovery Balanced
Discovery Growth
Discovery Cautious
13Mark Lynam12.26.021.321.525.7VT Global Total Return
14Josh McCathie13.07.4n/an/an/aVT Downing Small & Mid-Cap Income
15Simon Murphy13.715.6n/a16.819.3VT Tyndall Unconstrained UK Income
16Pietro Nicholls-0.5-3.78.4n/an/aVT RM Alternative Income
17FE fundinfo Alpha managerBarry Norris26.529.538.841.143.0VT Argonaut Absolute Return
VT Argonaut European Alpha
VT Argonaut Equity Income
18Richard Philbin9.30.911.315.529.7Discovery Balanced
Discovery Growth
Discovery Cautious
19Barney Randle16.93.161.2n/an/aVT Teviot UK Smaller Companies
20FE fundinfo Alpha managerDavid F Ridland9.26.725.347.070.2VT Castlebay UK Equity
21James Robson-0.5-3.78.4n/an/aVT RM Alternative Income
22David Saunderson7.8-7.311.2n/an/aVT Cantab Balanced
VT Cantab Moderate
23Richard Scrope16.114.647.282.0131.9VT Tyndall Global Select
24Heneage Stevenson12.919.226.344.6n/aVT Vanneck Global Equity Income
25William Stevenson12.919.226.344.678.2VT Vanneck Global Equity Income
26Alex Sumner7.7-0.8n/an/an/aVT Blackfinch Income Portfolio
VT Blackfinch Defensive Portfolio
VT Blackfinch Cautious Portfolio
27Tatton Investment Team11. 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
28Valu-Trac Investment Management Limited5.32.517.135.249.4VT Munro Smart-Beta UK
VT Gravis UK Infrastructure Income
VT Gravis Clean Energy Income
VT Gravis UK Listed Property (PAIF)
VT Gravis UK Listed Property (Feeder)
29Dan Vaughan16.9n/an/an/an/aVT Teviot UK Smaller Companies
30Andrew Williamson-Jones2.2- Halo Global Asian Consumer
31Felix Wintle22.37.351.4n/a93.4VT Tyndall North American
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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