Trojan Fund X Accumulation

Fund

Fund Info

  • Yield History0.92%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • SectorFlexible Investment
  • Manager GroupTroy Asset Management
  • DomicileUnited Kingdom
  • ISINGB00BZ6CNS31

Investment Strategy

The investment objective of the Trojan Fund is to achieve growth in capital and income in real terms over the longer term. The Sub-fund’s policy is to invest substantially in UK and overseas equities and fixed interest securities, but may also invest in collective investment schemes and money-market instruments.

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