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You are here: Manager factsheet

Alex Funk

 FE fundinfo Alpha Manager
Valu-Trac Investment Managemen
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Manager profile
Alex has many years of financial services experience which ranges from Discretionary Fund Management, Corporate Finance, Banking, Capital Raising, Private Equity to Venture Capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisors and wealth management firms across the world. Alex joined Benchmark Capital in August 2019 as the Groups Chief Investment Officer and is responsible for all Portfolios and Funds managed under the Groups' discretionary permissions. Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder.
Total return for Alex Funk
Manager career performance
Discrete calendar year performance : Alex Funk

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 Funk 3.9 8.6 -0.7 -0.7 19.3 - - - - -
Peer Group Composite 3.2 7.3 -1.9 -0.7 16.1 - - - - -
Over / Under 0.7 1.3 1.2 0.0 3.2 - - - - -
Performance vs peer group composite: Alex Funk
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
5 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT PortfolioMetrix GBP Core Assertive Co-managed UT Flexible Investment since Dec 30 2020 to present
VT PortfolioMetrix GBP Core Balanced Co-managed UT Mixed Investment 20-60% Shares since Dec 30 2020 to present
VT PortfolioMetrix GBP Core Cautious Co-managed UT Mixed Investment 0-35% Shares since Dec 30 2020 to present
VT PortfolioMetrix GBP Allocation Assertive Co-managed UT Flexible Investment since Aug 31 2021 to present
VT PortfolioMetrix GBP Allocation Balanced Co-managed UT Mixed Investment 20-60% Shares since Aug 31 2021 to present
Funds managed previously
Fund Periods
Schroder Blended Portfolio 3 since Mar 19 2020 to May 01 2024
Schroder Blended Portfolio 4 since Mar 19 2020 to May 01 2024
Schroder Blended Portfolio 5 since Mar 19 2020 to May 01 2024
Schroder Blended Portfolio 6 since Mar 19 2020 to May 01 2024
Schroder Blended Portfolio 7 since Mar 19 2020 to May 01 2024
Schroder Blended Portfolio 8 since Mar 19 2020 to May 01 2024
Schroder Income Portfolio since Nov 12 2021 to May 01 2024
Schroder Schroder Alternative Portfolio since Sep 01 2023 to May 01 2024
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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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