Vt Aj Bell Balanced A Accumulation

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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 AJ Bell Balanced Fund Class I Accumulation
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date02/01/2024
Fund Advisor(s)
AJ Bell Asset Management Limited
Fund ManagerTom McGoldrick
Manager Start Date07/03/2022
Fund ManagerJames Flintfoft
Manager Start Date31/01/2023
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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)
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