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You are here: Manager factsheet

Alan Durrant

Valu-Trac Investment Managemen
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, consistently under-performed the peer group. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Alan Durrant is Chief Executive Officer of Wellian Investment Solutions. Previous roles for Alan were Group Chief Investment Officer at The National Bank of Abu Dhabi (NBAD) and prior to NBAD, was Head of Asset Management at Gulf Finance House. Before moving to the Middle East, Alan was Chief Investment Officer at Skandia Investment Management and Chairman of the investment committee. During his tenure the firm won the Best MultiManager at the prestigious Money Marketing Awards in three consecutive years. Whilst at Skandia, Alan conceived and launched the immensely popular Global Best Ideas and Asset Allocator ranges. Prior to Skandia, he was at Hargreaves Lansdown for 12 years, latterly as Investment Director.
Total return for Alan Durrant
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
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alan Durrant

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
Alan Durrant 0.4 3.6 16.1 -3.8 - - - - - -
Peer Group Composite 1.6 4.2 16.8 -3.3 - - - - - -
Over / Under -1.2 -0.6 -0.7 -0.5 - - - - - -
Performance vs peer group composite: Alan Durrant
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 4
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Discovery Balanced Co-managed UT Mixed Investment 20-60% Shares since Dec 01 2014 to present
Discovery Managed Growth Co-managed UT Flexible Investment since Dec 01 2014 to present
VT Redlands Equity Portfolio Co-managed UT Global since Jun 07 2017 to present
VT Redlands Fixed Income Portfolio Co-managed UT Global Bonds since Jun 07 2017 to present
VT Redlands Multi-Asset Portfolio Co-managed UT Flexible Investment since Jun 07 2017 to present
VT Redlands Property Portfolio Co-managed UT UK Direct Property since Jun 07 2017 to present
Funds managed previously
Fund Periods
Skandia Aggressive since Feb 14 2003 to Feb 03 2007
Skandia Balanced since Feb 14 2003 to Feb 03 2007
Quilter Investors Diversified Portfolio since Feb 14 2003 to Feb 03 2007
Skandia Continental European since Apr 25 2003 to Feb 03 2007
Old Mutual Global Equity Income since Aug 22 2003 to Feb 03 2007
Quilter Investors Strategic Bond since Aug 22 2003 to Feb 03 2007
Skandia American since Nov 25 2003 to Feb 03 2007
Skandia European Equity Blend since Apr 08 2005 to Feb 03 2007
Skandia Far East Equity Blend since Apr 08 2005 to Feb 03 2007
Skandia Global Fixed Interest Blend since Apr 08 2005 to Feb 03 2007
Skandia Japanese Equity Blend since Apr 08 2005 to Feb 03 2007
Skandia UK Equity Blend since Apr 08 2005 to Feb 03 2007
Skandia UK Fixed Interest Blend since Apr 08 2005 to Feb 03 2007
Skandia US Equity Blend since Apr 08 2005 to Feb 03 2007
Quilter Investors Ethical Equity since Sep 23 2005 to Feb 03 2007
Quilter Investors Global Best Ideas since Jun 13 2006 to Feb 03 2007
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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