VT AJ Bell Cautious I Acc (FUND:BYW8RV9) - Fund price


Fund Report

VT AJ Bell Cautious Fund Class I Accumulation

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 Date18/04/2017

Fund Advisor(s)

AJ Bell Asset Management Limited
Managers
Fund ManagerMatt Brennan
Manager Start Date06/11/2017
BiographyMatt is responsible for the day-to-day running of the AJ Bell Funds, working with the investment team to further grow the range of investment options. He joined AJ Bell with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.
Fund ManagerTerry McGivern
Manager Start Date06/11/2017
BiographyTerry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.
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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