Investments

Valu-Trac Investment Management

FE fundinfo Alpha managers

Top fund managers rated by trustnet at this group

Fund manager

Alpha rated

Manager total return (3y)

Biggest current fund

Barry Norris

28.7 %

VT Argonaut Absolute Return

Alex Funk

11.8 %

VT PortfolioMetrix GBP Core Balanced

David F Ridland

7.3 %

VT Castlebay UK Equity

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management

All fund managers at this group

32 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	AJ Bell Asset Management Limited	3.5	12.0	50.9	46.1	n/a	VT 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
2	William Argent	-0.7	-23.0	7.7	29.6	n/a	VT Gravis UK Infrastructure Income VT Gravis Clean Energy Income
3	Rosemary Banyard	-7.3	-3.1	41.5	65.4	89.5	VT Downing Unique Opportunities
4	Michael Bedford	6.5	27.2	45.9	36.6	44.5	VT Woodhill UK Equity Strategic
5	Leah Bramwell	5.2	0.7	29.8	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
6	Mike Clements	5.4	7.2	n/a	n/a	n/a	VT Downing European Unconstrained Income
7	Jeremy Davis	5.2	0.7	29.8	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
8	Richard De Lisle	-10.2	10.3	140.5	88.5	178.4	VT De Lisle America
9	Anthony Eaton	-4.2	-3.8	55.0	n/a	n/a	VT Downing Global Investors
10	Charles Gillams	1.2	4.2	n/a	n/a	n/a	VT Global Total Return
11	Pras Jeyanandhan	5.4	7.2	49.7	n/a	n/a	VT Downing European Unconstrained Income
12	James Kempster	3.4	6.4	34.0	n/a	n/a	Discovery Balanced Discovery Growth Discovery Cautious
13	Mark Lynam	1.2	4.2	31.8	23.4	25.9	VT Global Total Return
14	Josh McCathie	4.3	0.6	n/a	n/a	n/a	VT Downing Small & Mid-Cap Income
15	Simon Murphy	n/a	n/a	n/a	-15.8	-13.2	VT Tyndall Unconstrained UK Income
16	Pietro Nicholls	3.2	-11.4	21.2	n/a	n/a	VT RM Alternative Income
17	Barry Norris	8.7	28.7	62.7	34.9	46.4	VT Argonaut Absolute Return
18	Matthew Norris	0.6	-20.0	21.8	n/a	n/a	VT Gravis UK Listed Property (PAIF) VT Gravis UK Listed Property (Feeder) VT Gravis Digital Infrastructure Income
19	Richard Philbin	3.4	3.0	30.1	18.6	33.6	Discovery Balanced Discovery Growth Discovery Cautious
20	Barney Randle	-1.0	-3.6	92.7	65.4	n/a	VT Teviot UK Smaller Companies
21	James Robson	3.2	-11.4	21.2	n/a	n/a	VT RM Alternative Income
22	David Saunderson	5.2	0.7	29.8	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
23	Richard Scrope	-4.1	8.0	49.1	75.9	115.4	VT Tyndall Global Select
24	Heneage Stevenson	7.7	17.9	55.0	53.9	80.1	VT Vanneck Global Equity Income
25	William Stevenson	7.7	17.9	55.0	53.9	80.1	VT Vanneck Global Equity Income
26	Tatton Investment Management Limited	0.0	0.0	n/a	n/a	n/a	VT Sinfonia Income & Growth Portfolio VT Sinfonia Cautious Managed Portfolio VT Sinfonia Balanced Managed Portfolio VT Sinfonia Adventurous Growth Portfolio
27	Tatton Investment Team	4.8	11.8	48.0	40.1	68.2	VT 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
28	Valu-Trac Investment Management Limited	8.7	24.3	74.0	56.4	99.6	VT Munro Smart-Beta UK
29	Dan Vaughan	-1.0	-3.6	n/a	n/a	n/a	VT Teviot UK Smaller Companies
30	Andrew Williamson-Jones	-7.7	-10.7	22.0	0.1	44.3	VT Halo Asia Growth
31	Felix Wintle	-3.3	12.5	69.3	83.1	86.2	VT Tyndall North American
32	Paul Wood	6.5	27.2	45.9	36.6	44.5	VT Woodhill UK Equity Strategic