Trojan Global Equity I Inc
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.42 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.42 |
Cumulative Performance
Discrete Performance
| Fund Size | 381,330,294.97 | Launch Date | 06/03/2006 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.35 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.42 |
| ISIN | GB00B0ZJKW30 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 1.4200 (on 30/09/2020) |
The investment objective of the Fund is to seek to achieve capital growth over the long term (at least 5 years).
Gabrielle Boyle
Gabrielle is responsible for Troy’s Global Equity Strategy and is Head of Research. She is the Senior Fund Manager for the Trojan Global Equity Fund and the Electric & General Investment Fund. Gabrielle has 29 years’ investment experience, has managed global equity portfolios since 2001 and European portfolios since 1998. Gabrielle is Head of Research and is a member of Troy’s Board of Directors. Joining Troy at the end of 2011, previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was responsible for Global and European portfolios. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics. She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Gabrielle was appointed to the Board of Witan Investment Trust in August 2019.
George Viney
George is the Assistant Fund Manager of the Trojan Global Equity Fund. He is responsible for the analysis of global companies and their selection for Troy’s portfolios. George joined Troy in June 2012 from Rathbone Brothers, where he worked as an Assistant Fund Manager for the unit trust business. George graduated in 2006 from King’s College London with a first class honours degree in History. He is a CFA Charterholder.
| Name | Weight |
|---|---|
| Communications | 12.00% |
| Consumer Discretionary | 5.00% |
| Consumer Staples | 15.00% |
| Financials | 7.00% |
| Health Care | 25.00% |
| Industrials | 3.00% |
| Information Technology | 30.00% |
| Money Market | 3.00% |
| Name | Weight |
|---|---|
| MICROSOFT CORP | 7.00% |
| PAYPAL HLDGS INC | 7.00% |
| ALPHABET INC | 6.00% |
| FACEBOOK INC | 5.00% |
| MEDTRONIC INC | 5.00% |
| VISA INC | 5.00% |
| AMERICAN EXPRESS CO | 4.00% |
| NOVARTIS AG | 4.00% |
| ROCHE HLDG AG | 4.00% |
| MASTERCARD INC | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.