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

24.6 %

VT Argonaut Absolute Return

Alex Funk

12.3 %

VT PortfolioMetrix GBP Core Balanced

David F Ridland

8.7 %

VT Castlebay UK Equity

Methodology: What makes an FE fundinfo Alpha manager?

Valu-Trac Investment Management

All fund managers at this group

31 managers
Rank	Manager	1y	3y	5y	7y	9y	Funds managed
1	AJ Bell Asset Management Limited	2.6	11.8	39.7	40.2	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	0.5	-21.2	3.3	28.8	n/a	VT Gravis UK Infrastructure Income VT Gravis Clean Energy Income
3	Michael Bedford	9.5	31.4	49.4	41.3	51.2	VT Woodhill UK Equity Strategic
4	Leah Bramwell	3.0	0.3	17.2	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
5	Mike Clements	10.3	19.2	n/a	n/a	n/a	VT Downing European Unconstrained Income
6	Jeremy Davis	3.0	0.3	17.2	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
7	Richard De Lisle	-10.3	7.6	98.9	74.9	165.9	VT De Lisle America
8	Anthony Eaton	-5.5	-2.6	47.9	n/a	n/a	VT Downing Global Investors
9	Charles Gillams	0.1	3.3	n/a	n/a	n/a	VT Global Total Return
10	Pras Jeyanandhan	10.3	19.2	45.7	n/a	n/a	VT Downing European Unconstrained Income
11	James Kempster	1371.4	1419.7	1567.4	n/a	n/a	Discovery Balanced Discovery Growth Discovery Cautious
12	Mark Lynam	0.1	3.3	24.4	20.2	24.9	VT Global Total Return
13	Josh McCathie	4.8	4.0	n/a	n/a	n/a	VT Downing Small & Mid-Cap Income VT Downing Unique Opportunities
14	Simon Murphy	n/a	n/a	n/a	-16.5	-11.7	VT Tyndall Unconstrained UK Income
15	Pietro Nicholls	6.3	-9.2	21.2	n/a	n/a	VT RM Alternative Income
16	Barry Norris	4.7	24.6	52.3	31.9	48.5	VT Argonaut Absolute Return
17	Matthew Norris	5.2	-19.2	16.9	n/a	n/a	VT Gravis UK Listed Property (PAIF) VT Gravis UK Listed Property (Feeder) VT Gravis Digital Infrastructure Income
18	Richard Philbin	1371.4	1357.2	1577.2	1508.5	1738.8	Discovery Balanced Discovery Growth Discovery Cautious
19	Barney Randle	-3.4	-0.1	73.1	57.2	n/a	VT Teviot UK Smaller Companies
20	James Robson	6.3	-9.2	21.2	n/a	n/a	VT RM Alternative Income
21	David Saunderson	3.0	0.3	17.2	n/a	n/a	VT Cantab Balanced VT Cantab Moderate
22	Richard Scrope	-3.7	7.8	37.1	67.6	112.9	VT Tyndall Global Select
23	Heneage Stevenson	6.8	17.4	44.3	43.3	75.8	VT Vanneck Global Equity Income
24	William Stevenson	6.8	17.4	44.3	43.3	75.8	VT Vanneck Global Equity Income
25	Tatton Investment Management Limited	0.0	0.0	-33.7	n/a	n/a	VT Sinfonia Income & Growth Portfolio VT Sinfonia Cautious Managed Portfolio VT Sinfonia Balanced Managed Portfolio VT Sinfonia Adventurous Growth Portfolio
26	Tatton Investment Team	3.9	12.1	35.3	34.4	64.7	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
27	Valu-Trac Investment Management Limited	6.1	21.2	63.5	50.1	93.2	VT Munro Smart-Beta UK
28	Dan Vaughan	-3.4	-0.1	n/a	n/a	n/a	VT Teviot UK Smaller Companies
29	Andrew Williamson-Jones	-12.3	-15.0	8.7	-5.5	39.7	VT Halo Asia Growth
30	Felix Wintle	-1.1	7.8	56.4	71.9	82.9	VT Tyndall North American
31	Paul Wood	9.5	31.4	49.4	41.3	51.2	VT Woodhill UK Equity Strategic