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You are here: Manager factsheet

Heneage Stevenson
Valu-Trac Investment Managemen
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Manager profile
Heneage graduated in Classics from Oxford University where he was an academic scholar and football blue. He started his career as an M&A analyst at Citigroup and has now spent 20 years in the investment industry involved with £2bn of listed and £1bn of PE transactions. His last role before Vanneck was a director at Clearbell Capital.
Total return for Heneage Stevenson
Manager career performance
Discrete calendar year performance : Heneage Stevenson

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Heneage Stevenson 16.8 5.8 -5.9 24.2 -12.0 9.0 2.3 9.3 15.7 -
Peer Group Composite 18.4 2.7 -8.1 24.6 -2.6 9.2 -1.2 11.0 24.2 -
Over / Under -1.6 3.1 2.2 -0.4 -9.4 -0.2 3.5 -1.7 -8.5 -
Performance vs peer group composite: Heneage Stevenson
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Vanneck Global Equity Income Co-managed UT Global Equity Income since Feb 01 2016 to present
VT Vanneck Defensive Co-managed UT Mixed Investment 40-85% Shares since Jun 15 2018 to present
VT Vanneck Global Growth Co-managed UT Global since Feb 15 2021 to present
VT Vanneck Investment Growth Co-managed UT Flexible Investment since Nov 26 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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