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Trojan Feeder O GBP Acc

Ranked 23 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Sebastian Lyon

Born in London and educated at Charterhouse, Sebastian Lyon graduated from the University of Southampton in 1989 gaining an honours degree in Politics and International Relations. Sebastian started out in fund management in the same year, taking up a graduate trainee role at Singer & Friedlander, before promotion to the post of assistant pension fund manager during his three year spell with the company. During this period, Sebastian continued his studies picking up both a City Financial Diploma and becoming a TSA Registered Rep. The remainder of the 1990s saw Sebastian holding posts with MGAM & Stanhope Investment Management during which time he also became an Associate of the IIMR. Sebastian left Stanhope in 2000 to set up Troy Asset Management where he is currently CEO and Investment Director as well as being lead manager for the Trojan fund. He describes the investment approach for this fund as cautious, targeting absolute returns with a bias towards value investments. Sebastian’s recreational activities centre on outdoor sport with golf and tennis featuring in his interests outside of work.

Objective

The fund is a feeder fund of Trojan Fund (the Master Fund) a fund within Trojan Investment Funds. The investment objective of the Master Fund is to achieve growth in capital and income in real terms over the longer term. The Master Fund invests in the shares of UK and overseas companies, government and corporate debt securities. Assets which provide exposure to gold may also be held. The Master Fund has the discretion to invest in a range of investments as described above with no need to adhere to a particular benchmark. The Master Fund has no specific target market, asset class or geographic sector.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.0% -3.2% 1.6% 0.8% -2.1%
2017 3.9% 3.2% 0.1% -0.8% 1.4%
2016 11.8% 4.9% 4.5% 2.5% -0.5%
2015 2.9% 1.6% -2.2% -0.3% 3.9%
2014 8.2% 2.4% 1.9% 0.2% 3.5%
2013 -3.5% 5.7% -6.6% -0.8% -1.4%
2012 0.6% 3.3% -2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date13/02/2012
  • Share Class size17Mn
  • Base currencyGBX
  • ISIN IE00B757JT68

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.00%
  • Initial investment5.00%

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