Our long term, cautious investment philosophy chimes with the objectives of 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 and Trojan Capital Fund all have bespoke share classes aimed at UK registered charities and charge an annual management fee of 0.75%.
Please contact us to discuss how we can be of assistance to you.
Performance of Funds