Trojan X Inc
Trojan X Inc
ISIN:
GB00BZ6CQ069
Risk level:
FE fundinfo Rating:
2 of 5
IA Sector:
IA Flexible Investment
Income type:
Income
Price:
128.7500GBX
25 April 2024
Last change:
icon-down-small -0.20%
1 year change:
icon-up-small 3.15%
5 year annualised return:
5.42%
12 month yield:
1.18%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Trojan X Inc
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IA Flexible Investment
-
UK Retail Price Index
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The investment objective of the Trojan Fund is to seek to achieve growth in capital (net of fees), ahead of inflation (UK Retail Prices Index), over the longer term (5 to 7 years).
Manager name:
Troy Asset Management Ltd
Manager start date:
25 February 2013
Investment style:
Flexible
Region (geographical):
Global
Manager 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.
Benchmark:
UK Retail Price Index
Sector:
IA Flexible Investment
FE fundinfo Rating:
2 of 5
Fees and Charges
Asset Allocation
Fund size: 5,356,799,721.41 GBX
Chart date: April 25, 2024
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
ESG Metric
Score
MSCI ESG Quality Score (0-10)
6.4
MSCI ESG Quality Score - Peer Percentile (0-100)
2%
MSCI ESG Quality Score - Global Percentile (0-100)
49%
Fund Environmental Impact Involvement (%)
0%
Fund Social Score Impact Involvement (%)
6%
Fund Severe Governance Controversies Involvement (%)
0%