Trojan Ethical Income Fund O Acc


Fund Info

  • Yield History2.73%
  • 3 Year sharpe1.05
  • 3 Year alpha4.05
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.02%
  • SectorUnclassified Sector
  • Manager GroupTroy Asset Management
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Trojan Ethical Income Fund is to seek to provide income with the potential for capital growth in the medium term. The Sub-fund’s policy is to invest substantially in UK and overseas equities. It may also invest in fixed interest securities, indices, deposits, collective investment schemes and moneymarket instruments. The Sub-fund will invest in accordance with the parameters of the Sub-fund’s ethical investment criteria, which consider ethical issues in relation to: fossil fuels, pornography, tobacco, alcohol, gambling, high interest rate lending and certain types of armaments. A document setting out the Sub-fund’s ethical investment criteria is available on the ACD’s website.

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