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You are here: Manager factsheet

Alex Sumner
Valu-Trac Investment Managemen
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Manager profile
Gareth and Alex co-manage the Blackfinch multi-asset portfolios. They are highly qualified investment professionals with extensive skills. Combined they have over 25 years’ experience in investment management. They bring expertise in the construction of mainstream investment products, managing private client portfolios and working closely with financial advisers. Each is a chartered fellow of the Chartered Institute for Securities & Investment.
Total return for Alex Sumner
Manager career performance
Discrete calendar year performance : Alex Sumner

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 Sumner 11.8 1.0 -11.5 9.6 5.4 - - - - -
Peer Group Composite 13.7 1.5 -10.4 13.8 5.6 - - - - -
Over / Under -1.9 -0.5 -1.1 -4.2 -0.2 - - - - -
Performance vs peer group composite: Alex Sumner
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 5
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Blackfinch Cautious Portfolio Co-managed UT Mixed Investment 20-60% Shares since May 01 2020 to present
VT Blackfinch Defensive Portfolio Co-managed UT Mixed Investment 0-35% Shares since May 01 2020 to present
VT Blackfinch Income Portfolio Co-managed UT Flexible Investment since May 01 2020 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

13:00 | Monday, January 20, 2014

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