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Trojan Ethical Income Fund O Income fund price, performance, charts and research

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This stock can be held in:

Fund Info

Distribution Type

income

Manager Group

Link Group

Domicile

United Kingdom

ISIN

GB00BYMLFL45

Benchmark

FTSE AllSh TR GBP

Legal Structure

Open Ended Investment Company

Investment Strategy

The fund seeks to achieve income with the potential for capital growth in the medium term (3 to 5 years). Capital invested is at risk and there is no guarantee that a positive return will be delivered or that the investment objective will be achieved. To invest at least 80% of its assets in UK and overseas equities (including investment trusts and real estate investment trusts (REITs)) and equity-related securities (being instruments whose return is determined by the performance of a single underlying equity or a basket of equities). At least 60% of its assets will be invested in UK equities and equity-related securities. A maximum of 30% of its assets may also be invested in overseas equities and equity-related securities.

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