Trojan Income O Inc

Fund

Fund Info

  • Yield History4.12%
  • 3 Year sharpe0.57
  • 3 Year alpha-0.34
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.02%
  • SectorUK Equity Income
  • Manager GroupTroy Asset Management
  • DomicileUnited Kingdom
  • ISINGB00B01BNW49

Investment Strategy

The investment objective of the Trojan Income Fund is to provide an above average 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 and fixed interest securities but may also invest in collective investment schemes and money-market instruments.

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