Trojan Ethical Income O Inc


Fund Info

  • Yield History2.97%
  • 3 Year sharpe0.94
  • 3 Year alpha1.96
  • Distribution Typeincome
  • 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 money market instruments. The Sub-fund will invest in accordance with the parameters of the Sub-fund’s ethical investment criteria, which consider all of the following ethical issues in relation to: fossil fuels extraction, pornography, tobacco and certain types of armaments. A document setting out the Sub-Fund’s ethical investment criteria is available on the ACD’s website.