Discovery Balanced B GBP Acc
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 | 24/12/2012 |
Managers
| Fund manager | James Kempster |
| Manager start date | 01/12/2014 |
| Biography | James Kempster has been developing, building and managing multi-asset investment portfolios. Beginning his career at Canada Life, he has more recently worked with financial advice firms to create managed portfolio solutions for end clients. |
| Fund manager | Richard Philbin |
| Manager start date | 27/03/2019 |
| Biography | Richard Philbin (CIO Investment Solutions) manages the Hawksmoor Model Portfolio Service. He has spent many years managing Funds and Model Portfolios at Wellian Investment Solutions as Chief Investment Officer. He is one of the UK’s best known multi-manager investors and previously AA rated by OBSR, Citywire and S&P. Prior to Wellian, he was AXA Architas Multi Manager’s Chief Investment Officer and before that he was head of Multi Manager at F&C Investments. |
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.
© Copyright 2024 AJ Bell. All rights reserved.