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Investments

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
Alex Funk alpharated
left
right
32.7 %
VT PortfolioMetrix Core Balanced Portfolio
Methodology: What makes an FE fundinfo Alpha manager?
 
 
Valu-Trac Investment Management
All fund managers at this group
27 managers
RankAlpha
Rating		 Manager 1y 3y 5y 7y 9y Funds managed
1Michael Bedford3.932.446.243.353.0VT Woodhill UK Equity Strategic
2James Bowmaker12.529.025.230.320.9VT Tyndall Unconstrained UK Income
3Leah Bramwell15.929.316.037.4n/aVT Cantab Balanced
VT Cantab Moderate
4Mike Clements21.651.450.3n/an/aVT Tyndall European Unconstrained
5Jeremy Davis15.929.316.037.4n/aVT Cantab Balanced
VT Cantab Moderate
6Richard De Lisle33.962.264.1158.9165.1VT De Lisle America
7FE fundinfo Alpha managerAlex Funk18.832.732.6n/an/aVT PortfolioMetrix Blended Cautious Portfolio
VT PortfolioMetrix Core Assertive Portfolio
VT PortfolioMetrix Blended Balanced Portfolio
VT PortfolioMetrix Blended Assertive Portfolio
VT PortfolioMetrix Core Balanced Portfolio
VT PortfolioMetrix Core Cautious Portfolio
8Charles Gillams13.528.822.1n/an/aVT Global Total Return
9Pras Jeyanandhan21.651.450.386.7n/aVT Tyndall European Unconstrained
10James Kempster12.927.420.335.7n/aDiscovery Balanced
Discovery Growth
Discovery Cautious
11Mark Lynam13.528.822.141.339.7VT Global Total Return
12Josh McCathie-3.413.29.0n/an/aVT Downing Small & Mid-Cap Income
13Simon Murphy12.5n/an/an/a1.4VT Tyndall Unconstrained UK Income
14Pietro Nicholls3.24.15.118.6n/aVT RM Alternative Income
15Oakham Wealth Management Ltd14.425.713.421.322.1VT Avastra Global Equity
VT Avastra Global Fixed Income
VT Avastra Global Diversified Assets
16Richard Philbin12.926.519.631.734.3Discovery Balanced
Discovery Growth
Discovery Cautious
17Barney Randle8.830.212.974.6n/aVT Teviot UK Smaller Companies
18James Robson3.24.15.118.6n/aVT RM Alternative Income
19David Saunderson15.929.316.037.4n/aVT Cantab Balanced
VT Cantab Moderate
20Richard Scrope-3.013.814.647.471.4VT Tyndall Global Select
21Heneage Stevenson14.237.147.756.771.0VT Vanneck Global Equity Income
22William Stevenson14.237.147.756.771.0VT Vanneck Global Equity Income
23Valu-Trac Investment Management Limited7.128.849.262.272.4VT Munro UK Equity Income
24Dan Vaughan8.830.2n/an/an/aVT Teviot UK Smaller Companies
25Andrew Williamson-Jones-3.1-7.7-20.0-5.43.5VT Halo Asia Growth
26Felix Wintle29.359.336.399.0n/aVT Tyndall North American
27Paul Wood3.932.446.243.353.0VT Woodhill UK Equity Strategic
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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