Trojan Global Equity O Acc

Ranked 20 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Gabrielle Boyle

Gabrielle Boyle graduated with an MA in Economics from University College, Dublin before she joined Royal Insurance Asset Management. Two years later she moved to Lazard. She then moved to Troy Asset Management in 2011 where she manages the Trojan Capital Fund.

Objective

To provide capital growth over the longer term. The policy is to invest substantially in UK and overseas equities but the Fund may also invest in collective investment schemes and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.4%
2018 1.1% -6.1% 9.7% 6.2% -7.6%
2017 13.2% 6.7% 2.8% -1.7% 5.0%
2016 19.3% 2.6% 6.9% 6.9% 1.7%
2015 12.4% 5.6% -3.4% -0.9% 11.1%
2014 15.1% 3.2% 0.9% 3.7% 6.6%
2013 14.6% 13.2% -0.5% -2.6% 4.5%
2012 3.9% 2.5% -0.1% 3.8% -2.3%
2011 6.3% -0.3% 3.5% -2.5% 5.7%
2010 15.2% 5.1% -4.7% 6.9% 7.6%
2009 18.8% -6.0% 5.3% 16.1% 3.4%
2008 -11.0% -7.3% -0.4% -5.1% 1.6%
2007 -4.4% 5.6% 1.9% -5.8% -5.7%
2006 -2.1% 8.1% 11.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 6.19%
Alphabet Inc ORD 5.58%
Medtronic PLC ORD 5.43%
PayPal Holdings Inc ORD 5.31%
American Express Co ORD 5.27%
Novartis AG ORD 4.89%
Visa Inc ORD 4.73%
Experian PLC ORD 3.87%
Becton Dickinson and Co ORD 3.87%
Roche Holding AG Par 3.38%
31/12/2018

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date06/03/2006
  • Share Class size244Mn
  • Base currencyGBP
  • ISIN GB00B0ZJ5S47

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.85%
  • Initial investment0.00%

Related News

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).