Our cautious investment approach suits the objectives of most charities.
We understand the importance of:
- Capital preservation and income growth
- Stable, reliable, real income to meet the demand for grants
- Capital requirements for unexpected events
The Trojan Fund, Trojan Income Fund, Trojan Ethical Income Fund, Trojan Global Equity Fund and Trojan Global Income Fund all have bespoke share classes aimed at UK registered charities and charge an annual management charge of 0.75%.
Please contact us to discuss how we can be of assistance to you.