How To Invest

Trojan Investment Funds

Click here to download the Prospectus for Trojan Investment Funds.

You can invest in one of the Trojan Investment Funds being Trojan Fund, Trojan Income Fund, Trojan Global Equity Fund or Spectrum Fund, in one of three ways:
 

  • Contact Capita Financial Managers Limited on 0845 608 0950 or by post at 2 The Boulevard, City West One Office Park, Gelderd Road, Leeds, LS12 6NT, UK to request a copy of the Additional Investor Information Document and Application Form.
  • Invest through a broker or your financial adviser
  • Invest through one of the following platforms:
 
  - Aegon
  - Alliance Trust Savings
  - Ascentric
  - Aviva
  - Axa
  - Bestinvest
  - Cofunds
  - Fidelity FundsNetwork™
  - Hargreaves Lansdown
  - James Hay
  - Novia Financial
  - Nucleus Financial
  - Old Mutual
  - Raymond James
  - SEI
  - Seven Investment Management
  - Standard Life
  - Transact
  - Zurich Life



The minimum investment for each of these Funds is currently £1000, unless the Fund is closed to new investors.

 

Investment Trusts

If you wish to invest in our Investment Trusts details of how to do so can be found on their websites or by contacting Steven Budge on 0131 538 6602.

 

Personal Assets Trust www.patplc.co.uk

 

Troy Income and Growth Trust www.tigt.co.uk