Fact sheet: Trojan Global Income

Fund information

Fund name
Trojan Global Income O Acc
Fund company manager
Troy Asset Management Ltd
Fund type
OIC
Fund manager
James Harries
since 17/10/2016
Fund objective
The investment objective of the Trojan Global Income Fund is to provide income with the potential for capital growth in the medium term. The fund’s policy is to invest substantially in equities globally. It may also invest in fixed interest securities, indices, deposits, collective investment schemes and money market instruments.
Benchmark
-
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Global Equity Income

Yield
-
Fund size

£ 83.6 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.9 %8.21 %0 %0 %0 %
Sector2.85 %8.55 %29.23 %40.58 %91.95 %
Rank within sector7 / 4628 / 45 / / /
Quartile th1 st3 rd th th th

Calendar performance

YTD-20172016201520142013
Fund7.66 %0 %0 %0 %0 %
Sector7.92 %23.11 %2.71 %6.77 %21.77 %
Rank within sector26 / 45 / / / /
Quartile th3 rd th th th th

Price movement

52 week high109.01
52 week low94.55
Current bid price0
Current offer price0
Current mid price108.11

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-