Valu-Trac is the appointed investment adviser for an Australian-domiciled Global Equity Fund. The Fund has been awarded a S&P 4 Star Research Rating.

Valu-Trac is the appointed investment adviser for a European-domiciled Global Strategy Fund (on behalf of a European Bank) which has outperformed the MSCI World Index by 4.2% annualised over the last three years*. The Fund has a S&P 5 Star Performance Ranking.

In September 2006 Valu-Trac launched the World Wide Strategy Fund. It is a long only Equity market Allocation Fund whose investment objectives are long term capital appreciation and preservation. It can allocate to Equity markets (0-100%); Bond markets (0-100%); and to "Alternatives" (0-100%) which include Exchange Traded Funds that track Gold Bullion and other precious metals. The Fund is a UCITS III Open Ended Investment Company listed on the Irish Stock Exchange.

Appointed in August 2007 to sub-advise the Rydex International Rotation Fund for Rydex Investments (USA).

Valu-Trac Strategic is a global diversified alternative investment strategy targeting absolute return. Please Login for further details.