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

30.6 %

VT PortfolioMetrix Core Balanced Portfolio

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management Limited

All fund managers at this group

33 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	Michael Bedford	2.3	28.5	43.3	40.9	53.6	VT Woodhill UK Equity Strategic
2	James Bowmaker	12.1	34.8	33.3	36.5	25.8	VT Tyndall Unconstrained UK Income
3	Leah Bramwell	11.8	29.7	12.4	29.7	n/a	VT Cantab Balanced VT Cantab Moderate
4	Mike Clements	15.2	47.5	41.8	n/a	n/a	VT Tyndall European Unconstrained Income
5	Jeremy Davis	11.8	29.7	12.4	29.7	n/a	VT Cantab Balanced VT Cantab Moderate
6	Richard De Lisle	16.4	37.3	59.1	127.7	150.3	VT De Lisle America
7	Tom Delic	9.1	26.5	16.3	31.5	37.9	VT Momentum Diversified Balanced VT Momentum Diversified Income VT Momentum Diversified Growth
8	Alex Funk	13.0	30.6	30.2	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
9	Charles Gillams	11.1	26.2	21.7	n/a	n/a	VT Global Total Return
10	Andrew Hollingworth	4.1	45.5	52.1	n/a	n/a	VT Holland Advisors Equity
11	Pras Jeyanandhan	15.2	47.5	41.8	70.8	n/a	VT Tyndall European Unconstrained Income
12	James Kempster	9.4	25.6	18.1	29.1	n/a	Discovery Balanced Discovery Growth Discovery Cautious
13	Mark Lynam	11.1	26.2	21.7	38.0	39.4	VT Global Total Return
14	Josh McCathie	-1.7	16.4	8.8	n/a	n/a	VT Downing Small & Mid-Cap Income
15	James Menzies	12.5	32.8	20.0	35.3	50.6	VT Greystone Balanced Managed VT Greystone Global Growth VT Greystone Cautious Managed VT Greystone Conservative Managed
16	Gary Moglione	9.1	26.5	16.6	32.3	n/a	VT Momentum Diversified Balanced VT Momentum Diversified Income VT Momentum Diversified Growth
17	Simon Murphy	12.1	22.7	n/a	n/a	9.3	VT Tyndall Unconstrained UK Income
18	Simon Newell	9.6	29.1	n/a	n/a	n/a	VT EPIC Multi Asset Growth
19	Pietro Nicholls	1.7	9.9	4.3	20.2	n/a	VT RM Alternative Income
20	Oakham Wealth Management Ltd	6.7	21.9	8.7	12.2	18.9	VT Avastra Global Equity VT Avastra Global Fixed Income VT Avastra Global Diversified Assets
21	Richard Parfect	9.1	26.5	16.9	32.6	38.0	VT Momentum Diversified Balanced VT Momentum Diversified Income VT Momentum Diversified Growth
22	Richard Philbin	9.4	25.7	16.9	27.0	34.5	Discovery Balanced Discovery Growth Discovery Cautious
23	Barney Randle	9.9	33.3	19.3	88.0	n/a	VT Teviot UK Smaller Companies
24	James Robson	1.7	9.9	4.3	20.2	n/a	VT RM Alternative Income
25	David Saunderson	11.8	29.7	12.4	29.7	n/a	VT Cantab Balanced VT Cantab Moderate
26	Richard Scrope	-2.5	13.4	10.4	37.8	80.7	VT Tyndall Global Select
27	Heneage Stevenson	9.5	34.0	42.6	50.2	73.7	VT Vanneck Global Equity Income
28	William Stevenson	9.5	34.0	42.6	50.2	73.7	VT Vanneck Global Equity Income
29	Valu-Trac Investment Management Limited	10.3	34.6	53.1	58.2	82.2	VT Munro UK Equity Income
30	Dan Vaughan	9.9	33.3	19.3	n/a	n/a	VT Teviot UK Smaller Companies
31	Andrew Williamson-Jones	n/a	n/a	n/a	n/a	n/a	VT Halo Asia Growth
32	Felix Wintle	5.0	40.7	29.3	65.1	124.8	VT Tyndall North American
33	Paul Wood	2.3	28.5	43.3	40.9	53.6	VT Woodhill UK Equity Strategic