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Vt Aj Bell Balanced Fund Class I Accumulation (0P00019YY3)

London

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1.515 0.001 0%

27/12 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

Issuer: Valu-Trac Investment Management Limited

ISIN: GB00BYW8RX12

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.24B

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0P00019YY3 Overview

On this page you'll find an in-depth profile of Vt Aj Bell Balanced Fund Class I Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P00019YY3 among other information.

Contact Information

Address Orton Moray IV32 7QE
Orton,Moray IV32 7QE
United Kingdom

Phone 01343 880344

Web www.valu-trac.com

Top Executives

Name	Title	Since	Until
James Flintfoft	-	2023	Now
Tom McGoldrick	-	2022	Now
Jamie Ward	Head of Investment Solutions	2022	2023
Biography	Jamie graduated with a first class degree in Financial Mathematics from the University of Hull. He began his career as a Trainee Fund Manager at Brown Shipley in 2006, before moving to Williams de Broe in 2011. In 2013 he helped set up a hedge fund for Wolos Capital and took responsibility for a global equity book. In 2014 he became a Fund Manager at Oriel Asset Management where he ran their UK fund until 2021.
Matt Brennan	-	2017	2022
Biography	Matt 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.
Terry McGivern	-	2017	2022
Biography	Terry’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.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	VT AJ Bell Balanc.	1.515	0.001	0%