PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table

Investments

Group factsheet / Valu-Trac Investment Management

Trustnet Help

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
26 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
7Charles Gillams13.528.822.1n/an/aVT Global Total Return
8Pras Jeyanandhan21.651.450.386.7n/aVT Tyndall European Unconstrained
9James Kempster12.927.420.335.7n/aDiscovery Balanced
Discovery Growth
Discovery Cautious
10Mark Lynam13.528.822.141.339.7VT Global Total Return
11Josh McCathie-3.413.29.0n/an/aVT Downing Small & Mid-Cap Income
12Simon Murphy12.5n/an/an/a1.4VT Tyndall Unconstrained UK Income
13Pietro Nicholls3.24.15.118.6n/aVT RM Alternative Income
14Oakham Wealth Management Ltd14.425.713.421.322.1VT Avastra Global Equity
VT Avastra Global Fixed Income
VT Avastra Global Diversified Assets
15Richard Philbin12.926.519.631.734.3Discovery Balanced
Discovery Growth
Discovery Cautious
16Barney Randle8.830.212.974.6n/aVT Teviot UK Smaller Companies
17James Robson3.24.15.118.6n/aVT RM Alternative Income
18David Saunderson15.929.316.037.4n/aVT Cantab Balanced
VT Cantab Moderate
19Richard Scrope-3.013.814.647.471.4VT Tyndall Global Select
20Heneage Stevenson14.237.147.756.771.0VT Vanneck Global Equity Income
21William Stevenson14.237.147.756.771.0VT Vanneck Global Equity Income
22Valu-Trac Investment Management Limited7.128.849.262.272.4VT Munro UK Equity Income
23Dan Vaughan8.830.2n/an/an/aVT Teviot UK Smaller Companies
24Andrew Williamson-Jones-3.1-7.7-20.0-5.43.5VT Halo Asia Growth
25Felix Wintle29.359.336.399.0n/aVT Tyndall North American
26Paul 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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2026. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc