Discovery Balanced B GBP Inc (FUND:B92M7J4) - Fund price


Fund Report

Discovery Balanced Fund B GBP Inc

Management
Name of CompanyValu-Trac Investment Management Limited
Fund CompanyValu-Trac
Phone01343 880344
Websitewww.valu-trac.com
AddressOrton Moray IV32 7QE
USA
Orton IV32 7QE
United Kingdom
Fund
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date24/12/2012

Fund Advisor(s)

Wellian Investment Solutions Limited
Managers
Fund ManagerRichard Philbin
Manager Start Date01/12/2014
BiographyRichard Philbin has managed portfolios for private clients and has managed both retail and institutional Fund of Fund portfolios for over a decade for two large City firms – F&C Investments and Architas Multi Manager (an AXA group company which he helped grow to be one of the largest Multi Managers in the UK.) He has been involved in managing Multi Asset funds since 1994.
Fund ManagerJames Kempster
Manager Start Date27/03/2019
BiographyJames Kempster has been developing, building and managing multi-asset investment portfolios. He has worked with wealth management companies to create managed portfolio solutions for end clients. Most recently he has been responsible for managing the in-house advisory portfolio solution for Harwood Wealth Management Ltd, an AIM-listed firm.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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