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You are here: Manager factsheet

Alex Paget
Valu-Trac Investment Managemen
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Manager profile
Alex joined the Downing Fund Managers team in January 2023 from Liontrust Asset Management, where he was formerly Head of Client Investment Strategy. He held a similar role at Neptune prior to its acquisition by Liontrust in 2019. He has also held positions as an investment trust analyst at Kepler Partners, and is a former Financial Express journalist.
Total return for Alex Paget
Manager career performance
Discrete calendar year performance : Alex Paget

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
Alex Paget 14.2 - - - - - - - - -
Peer Group Composite 16.5 - - - - - - - - -
Over / Under -2.3 - - - - - - - - -
Performance vs peer group composite: Alex Paget
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
0 years
out of a possible 1
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 1
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Downing Fox 100% Equity Co-managed UT Global since Jun 27 2023 to present
VT Downing Fox 40% Equity Co-managed UT Mixed Investment 20-60% Shares since Jun 27 2023 to present
VT Downing Fox 60% Equity Co-managed UT Mixed Investment 20-60% Shares since Jun 27 2023 to present
VT Downing Fox 80% Equity Co-managed UT Mixed Investment 40-85% Shares since Jun 27 2023 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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Five reasons to keep hold of your defensive funds

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