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VT Momentum Diversified Balanced A Acc

Price: 152.31p|Change: 0.00 (0.06%)

Management

Name of companyValu-Trac Investment Management Limited
Phone01343 880344
Websitewww.valu-trac.com
AddressOrton Moray IV32 7QE
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Orton IV32 7QE
United Kingdom

Fund

DomicileGBR
Legal structureOEIC
UCITSYes
Inception date06/11/2012

Managers

Fund managerAlex Harvey
Manager start date01/05/2019
BiographyAlex studied Management Studies with French at Nottingham University andhas extensive experience in research and the broader financial industry. He hasbeen with Momentum Global Investment Management for three years, joiningthe group from the JP Morgan Asset Management stable. Alex currently headsup the fixed income team in London and manages the international portfolio forMomentum Global Investment Management. He has oversight for managerresearch across all fixed income asset classes and has a specialist knowledgeof derivative overlay strategies.

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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