VT Momentum Diversified Income Fund I Income

Register to Unlock Ratings
Management
Name of CompanyValu-Trac Investment Management Limited
Phone01343 880344
Websitewww.valu-trac.com
AddressOrton Moray IV32 7QE
 Orton   IV32 7QE
 United Kingdom
Other Share Classes
VT Momentum Diversified Income Fund A Income
VT Momentum Diversified Income Fund B Accumulation
VT Momentum Diversified Income Fund B Income
VT Momentum Diversified Income Fund N Income
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date23/05/2022
Fund Advisor(s)
Momentum Global Investment Mgmt Ltd
Fund ManagerTom Delic
Manager Start Date31/12/2017
Education
University of Liverpool
 
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.
Fund ManagerRichard Parfect
Manager Start Date01/07/2010
 
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.
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures