PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Mr. Robert Starkey
Valu-Trac Investment Managemen
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Rob is a Portfolio Manager at PortfolioMetrix, he is a CFA® Charterholder and holds the CFP, CAIA, and CIPM designations. Alongside these, he holds a Mcom (Investment Management, Distinction & Golden Key Society), Bcom Hons (Financial Planning), and Bcom (Economics, Cum Laude). He has also lectured in finance and investment courses for universities and business schools for five years—demonstrating his passion for sharing knowledge and making complex ideas easier to understand. Known for his thoughtful, pragmatic approach, Rob believes that strong communication and collaboration are key to successful investing, and he’s committed to building lasting relationships with advisers to help them grow their businesses and support their clients with confidence.
Total return for Mr. Robert Starkey
Manager career performance
Discrete calendar year performance : Mr. Robert Starkey

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
Mr. Robert Starkey 18.8 7.1 9.5 -0.4 0.2 - - - - -
Peer Group Composite 14.1 5.5 9.1 -2.2 -1.5 - - - - -
Over / Under 4.7 1.6 0.4 1.8 1.7 - - - - -
Performance vs peer group composite: Mr. Robert Starkey
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 Blended Assertive Portfolio Co-managed UT Flexible Investment since May 01 2025 to present
VT PortfolioMetrix Blended Balanced Portfolio Co-managed UT Mixed Investment 20-60% Shares since May 01 2025 to present
VT PortfolioMetrix Core Assertive Portfolio Co-managed UT Flexible Investment since May 01 2025 to present
VT PortfolioMetrix Core Balanced Portfolio Co-managed UT Mixed Investment 20-60% Shares since May 01 2025 to present
VT PortfolioMetrix Core Cautious Portfolio Co-managed UT Mixed Investment 0-35% Shares since May 01 2025 to present
VT PortfolioMetrix Blended Cautious Portfolio Co-managed UT Mixed Investment 0-35% Shares since Jun 13 2025 to present
Funds managed previously
Fund Periods
Schroder Blended Portfolio 3 since May 01 2021 to Mar 31 2025
Schroder Blended Portfolio 4 since May 01 2021 to Mar 31 2025
Schroder Blended Portfolio 5 since May 01 2021 to Mar 31 2025
Schroder Blended Portfolio 6 since May 01 2021 to Mar 31 2025
Schroder Blended Portfolio 7 since May 01 2021 to Mar 31 2025
Schroder Blended Portfolio 8 since May 01 2021 to Mar 31 2025
Schroder Income Portfolio since Nov 12 2021 to Apr 01 2025
Schroder Schroder Alternative Portfolio since Sep 01 2023 to Apr 01 2025
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Funds to hold alongside Vanguard LifeStrategy 20% Equity By Emmy Hawker  11-Jun-2026
Group The five ultimate global equity income funds By Jonathan Jones  01-Jun-2026
Sector The multi-asset funds that have done the best job of dodging the bottom quartile By Gary Jackson  26-May-2026
Sector The most consistent cautious multi-asset funds over the past decade By Emmy Hawker  18-May-2026
Group The UK funds paying the most in dividends over five years By Jonathan Jones  12-May-2026
Group The adventurous multi-asset funds that beat their peers most often By Emmy Hawker  08-May-2026
Group Fund manager calls end of Mag Seven dominance as tech giants turn "cash flow negative" By Matteo Anelli  07-May-2026
Sector Hargreaves Lansdown’s two short-duration bond fund picks By Matteo Anelli  28-Apr-2026
Group ‘Insider trading is as common as it ever has been’ By Jonathan Jones  09-Apr-2026
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2026. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc