VT Momentum Diversified Growth Fund B Accumulation

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Name of CompanyValu-Trac Investment Management Limited
Phone01343 880344
AddressOrton Moray IV32 7QE
 Orton   IV32 7QE
 United Kingdom
Other Share Classes
VT Momentum Diversified Growth Fund A Accumulation
VT Momentum Diversified Growth Fund I Accumulation
VT Momentum Diversified Growth Fund N Accumulation
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date26/03/2012
Fund Advisor(s)
Momentum Global Investment Mgmt Ltd
Fund ManagerMark Wright
Manager Start Date12/07/2011
University of York, B.S.
Mark is responsible for UK equity research across Seneca IM’s investment mandates. He began his career at Seneca IM after graduating from University of York with a BSc degree in Economics. Mark is a CFA Charter holder and an accredited member of the CFA Institute. He likes to escape to the gym, regularly plays football and wishes he could be more frequently found relaxing on an idyllic beach somewhere
Fund ManagerTom Delic
Manager Start Date24/02/2016
University of Liverpool
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.
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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