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Trojan Ethical Fund X Accumulation (0P0001J9W9)

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1.325 +0.010    +0.61%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 312.59M
Type:  Fund
Market:  United Kingdom
Issuer:  Troy Asset Management Limited
ISIN:  GB00BKTW4R13 
Asset Class:  Equity
Trojan Ethical Fund X Accumulation 1.325 +0.010 +0.61%

0P0001J9W9 Overview

 
On this page you'll find an in-depth profile of Trojan Ethical Fund X Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0001J9W9 among other information.
Category

GBP Flexible Allocation

Total Assets

312.59M

Expenses

Inception Date

Feb 28, 2020

Investment Strategy

The investment objective of the fund is to seek to achieve growth in capital (net of fees), ahead inflation (UK Retail Price Index), over the longer term (5 to 7 years). The Sub-fund has flexibility to invest globally in the following asset classes: government and public securities (such as sovereign debt and treasury bills), corporate bonds, equities and equity-related securities (being instruments whose return is determined by the performance of a single underlying equity or a basket of equities), private equity, precious metals, money-market instruments, cash, cash equivalents and deposits.

Contact Information

Address Hill Hour, 1 Little New Street, London, EC4A 3TR
London, EC4A 3TR
United Kingdom
Phone +44 20 74994030
Fax 020 7491 2445

Top Executives

Name Title Since Until
Charlotte Yonge - 2019 Now
Biography Charlotte is the Assistant Fund Manager of the Trojan Fund and Fund Manager of the Trojan Ethical Fund, with responsibility for multi-asset coverage and the analysis of global companies and their selection for Troy’s portfolios. Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.
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