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Investments

Group factsheet / Valu-Trac Investment Management Limited

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Valu-Trac Investment Management Limited

 
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
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
26 managers
RankAlpha
Rating		 Manager 1y 3y 5y 7y 9y Funds managed
1Michael Bedford1.323.247.544.452.2VT Woodhill UK Equity Strategic
2James Bowmaker15.841.038.741.632.0VT Tyndall Unconstrained UK Income
3Mike Clements9.751.940.0n/an/aVT Tyndall European Unconstrained Income
4Richard De Lisle5.832.751.4133.5131.1VT De Lisle America
5FE fundinfo Alpha managerAlex Funk11.234.332.6n/an/aVT 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
6Charles Gillams9.427.419.4n/an/aVT Global Total Return
7Andrew Hollingworth-1.549.142.2n/an/aVT Holland Advisors Equity
8Pras Jeyanandhan9.751.940.073.3n/aVT Tyndall European Unconstrained Income
9James Kempster8.128.118.930.9n/aDiscovery Balanced
Discovery Growth
Discovery Cautious
10Mark Lynam9.427.419.440.540.3VT Global Total Return
11Josh McCathie0.019.55.2n/an/aVT Downing Small & Mid-Cap Income
12Simon Murphy15.8n/an/an/a14.1VT Tyndall Unconstrained UK Income
13Simon Newell11.534.7n/an/an/aVT EPIC Multi Asset Growth
14Pietro Nicholls5.713.53.417.1n/aVT RM Alternative Income
15Oakham Wealth Management Ltd6.027.39.814.921.6VT Avastra Global Equity
VT Avastra Global Fixed Income
VT Avastra Global Diversified Assets
16Richard Philbin8.128.216.928.935.5Discovery Balanced
Discovery Growth
Discovery Cautious
17Barney Randle16.544.119.596.3133.3VT Teviot UK Smaller Companies
18James Robson5.713.53.417.1n/aVT RM Alternative Income
19Richard Scrope-1.713.98.538.681.8VT Tyndall Global Select
20Heneage Stevenson8.935.942.352.474.0VT Vanneck Global Equity Income
21William Stevenson8.935.942.352.474.0VT Vanneck Global Equity Income
22Valu-Trac Investment Management Limited9.131.750.759.880.1VT Munro UK Equity Income
23Dan Vaughan16.544.119.5n/an/aVT Teviot UK Smaller Companies
24Andrew Williamson-Jones-16.8-14.5-25.0-11.8-4.3VT Halo Asia Growth
25Felix Wintle4.848.035.986.5133.5VT Tyndall North American
26Paul Wood1.323.247.544.452.2VT 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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