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You are here: Manager factsheet

Tatton Investment Team
Valu-Trac Investment Managemen
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Manager biography not available
Total return for Tatton Investment Team
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Tatton Investment Team

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
Tatton Investment Team 16.5 2.4 -8.2 19.1 -1.4 7.1 -0.8 7.9 15.2 5.4
Peer Group Composite 13.7 1.5 -9.2 14.2 0.8 6.0 -2.6 5.1 19.8 3.3
Over / Under 2.8 0.9 1.0 4.9 -2.2 1.1 1.8 2.8 -4.6 2.1
Performance vs peer group composite: Tatton Investment Team
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Tatton Oak Cautious Growth Lead manager UT Mixed Investment 20-60% Shares since Mar 23 2009 to present
VT Active Portfolio Overlay Lead manager UT Unclassified since Dec 07 2015 to present
VT Aggressive Portfolio Overlay Lead manager UT Unclassified since Dec 07 2015 to present
VT Balanced Portfolio Overlay Lead manager UT Unclassified since Dec 07 2015 to present
VT Cautious Portfolio Overlay Lead manager UT Unclassified since Dec 07 2015 to present
VT Defensive Portfolio Overlay Lead manager UT Unclassified since Dec 07 2015 to present
VT Tatton Blended Active Lead manager UT Mixed Investment 40-85% Shares since Jan 31 2018 to present
VT Tatton Blended Balanced Lead manager UT Mixed Investment 40-85% Shares since Jan 31 2018 to present
VT Tatton Blended Cautious Lead manager UT Mixed Investment 20-60% Shares since Jan 31 2018 to present
VT Tatton Blended Aggressive Lead manager UT Flexible Investment since Jul 01 2019 to present
VT Tatton Blended Defensive Lead manager UT Mixed Investment 20-60% Shares since Jul 01 2019 to present
VT Tatton Oak Capital Growth Lead manager UT Mixed Investment 40-85% Shares since Jul 01 2019 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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