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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
35.5 %
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 Bedford4.132.647.444.256.8VT Woodhill UK Equity Strategic
2James Bowmaker15.723.118.323.113.5VT Tyndall Unconstrained UK Income
3Leah Bramwell16.323.110.332.1n/aVT Cantab Balanced
VT Cantab Moderate
4Mike Clements22.335.941.6n/an/aVT Tyndall European Unconstrained
5Jeremy Davis16.323.110.332.1n/aVT Cantab Balanced
VT Cantab Moderate
6Richard De Lisle40.359.064.9149.1156.6VT De Lisle America
7Charles Gillams13.122.619.4n/an/aVT Global Total Return
8Pras Jeyanandhan22.335.941.669.2n/aVT Tyndall European Unconstrained
9James Kempster13.723.917.331.7n/aDiscovery Balanced
Discovery Growth
Discovery Cautious
10Mark Lynam13.122.619.437.336.8VT Global Total Return
11Josh McCathie-0.89.88.9n/an/aVT Downing Small & Mid-Cap Income
12Simon Murphy15.7n/an/an/a-2.6VT Tyndall Unconstrained UK Income
13Pietro Nicholls1.80.93.916.2n/aVT RM Alternative Income
14Oakham Wealth Management Ltd13.521.110.517.320.1VT Avastra Global Equity
VT Avastra Global Fixed Income
VT Avastra Global Diversified Assets
15Richard Philbin13.722.817.228.233.9Discovery Balanced
Discovery Growth
Discovery Cautious
16Barney Randle13.222.512.470.1n/aVT Teviot UK Smaller Companies
17James Robson1.80.93.916.2n/aVT RM Alternative Income
18David Saunderson16.323.110.332.1n/aVT Cantab Balanced
VT Cantab Moderate
19Richard Scrope-0.58.811.444.576.4VT Tyndall Global Select
20Heneage Stevenson12.929.341.847.572.6VT Vanneck Global Equity Income
21William Stevenson12.929.341.847.572.6VT Vanneck Global Equity Income
22Valu-Trac Investment Management Limited11.627.649.459.780.8VT Munro UK Equity Income
23Dan Vaughan13.222.5n/an/an/aVT Teviot UK Smaller Companies
24Andrew Williamson-Jones1.8-10.1-18.3-7.310.7VT Halo Asia Growth
25Felix Wintle22.646.720.785.2n/aVT Tyndall North American
26Paul Wood4.132.647.444.256.8VT 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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