VT Momentum Diversified Income B Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Valu-Trac Investment Management Limited |
| Phone | 01343 880344 |
| Website | www.valu-trac.com |
| Address | Orton Moray IV32 7QE - Orton IV32 7QE United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | OEIC |
| UCITS | Yes |
| Inception date | 26/03/2012 |
Managers
| Fund manager | Richard Parfect |
| Manager start date | 01/07/2010 |
| Biography | Richard commenced his investment career with Rathbone Neilson Cobbold in 1996 in the UK equity research department. On attaining his Securities Institute Diploma, he moved into institutional fund management with the Merseyside Pension Fund (MPF), focussing primarily on equities. In 2002 Richard was one of the founding members of Seneca Investment Managers Limited (originally Midas Capital Partners Limited). On 1 July 2010 he was appointed Co-Fund Manager of the CF Seneca Diversified Income Fund. Richard is a Fellow of the Chartered Institute for Securities & Investments. |
| Fund manager | Tom Delic |
| Manager start date | 31/12/2017 |
| Biography | Tom is responsible for overseas equity, sector and thematic research across the Seneca IM mandates. He has worked in the investment industry since 2009 after graduating from the University of Liverpool with a first class degree in Mathematics with Finance. After beginning his career as an investment analyst for Royal Liver Asset Managers, he later joined Seneca IM in October 2011. He has been the assistant fund manager on the CF Seneca Diversified Growth Fund since February 2016. |
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