Investments

Valu-Trac Investment Management Limited

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

34.3 %

VT PortfolioMetrix Core Balanced Portfolio

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management Limited

All fund managers at this group

29 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	Michael Bedford	1.3	23.2	47.6	44.5	52.2	VT Woodhill UK Equity Strategic
2	James Bowmaker	15.8	41.0	38.7	41.6	32.0	VT Tyndall Unconstrained UK Income
3	Leah Bramwell	11.0	34.4	13.7	33.5	n/a	VT Cantab Balanced VT Cantab Moderate
4	Mike Clements	9.7	51.9	40.0	n/a	n/a	VT Tyndall European Unconstrained Income
5	Jeremy Davis	11.0	34.4	13.7	33.5	n/a	VT Cantab Balanced VT Cantab Moderate
6	Richard De Lisle	5.8	32.7	51.4	133.5	131.1	VT De Lisle America
7	Alex Funk	11.2	34.3	32.6	n/a	n/a	VT 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
8	Charles Gillams	9.4	27.4	19.4	n/a	n/a	VT Global Total Return
9	Andrew Hollingworth	-1.5	49.1	42.2	n/a	n/a	VT Holland Advisors Equity
10	Pras Jeyanandhan	9.7	51.9	40.0	73.3	n/a	VT Tyndall European Unconstrained Income
11	James Kempster	8.1	28.1	18.9	30.9	n/a	Discovery Balanced Discovery Growth Discovery Cautious
12	Mark Lynam	9.4	27.4	19.4	40.5	40.3	VT Global Total Return
13	Josh McCathie	0.0	19.5	5.2	n/a	n/a	VT Downing Small & Mid-Cap Income
14	Simon Murphy	15.8	n/a	n/a	n/a	14.1	VT Tyndall Unconstrained UK Income
15	Simon Newell	11.5	34.7	n/a	n/a	n/a	VT EPIC Multi Asset Growth
16	Pietro Nicholls	5.7	13.5	3.4	17.1	n/a	VT RM Alternative Income
17	Oakham Wealth Management Ltd	6.0	27.3	9.8	14.9	21.6	VT Avastra Global Equity VT Avastra Global Fixed Income VT Avastra Global Diversified Assets
18	Richard Philbin	8.1	28.2	16.9	28.9	35.5	Discovery Balanced Discovery Growth Discovery Cautious
19	Barney Randle	16.5	44.1	19.5	96.3	133.3	VT Teviot UK Smaller Companies
20	James Robson	5.7	13.5	3.4	17.1	n/a	VT RM Alternative Income
21	David Saunderson	11.0	34.4	13.7	33.5	n/a	VT Cantab Balanced VT Cantab Moderate
22	Richard Scrope	-1.7	13.9	8.5	38.6	81.8	VT Tyndall Global Select
23	Heneage Stevenson	9.1	36.0	42.5	52.6	74.2	VT Vanneck Global Equity Income
24	William Stevenson	9.1	36.0	42.5	52.6	74.2	VT Vanneck Global Equity Income
25	Valu-Trac Investment Management Limited	9.1	31.7	50.7	59.8	80.1	VT Munro UK Equity Income
26	Dan Vaughan	16.5	44.1	19.5	n/a	n/a	VT Teviot UK Smaller Companies
27	Andrew Williamson-Jones	-16.8	-14.5	-25.0	-11.8	-4.3	VT Halo Asia Growth
28	Felix Wintle	4.8	48.0	35.9	86.5	133.5	VT Tyndall North American
29	Paul Wood	1.3	23.2	47.6	44.5	52.2	VT Woodhill UK Equity Strategic