Personal Assets Trust plc

Troy Asset Management Limited was appointed Investment Adviser to Personal Assets Trust on 3rd March 2009. 

Investment Advisor
Sebastian Lyon

Inception Date
1981

Trust Objective
This investment trust is run exclusively for private investors. Its primary objective is to protect the value of shareholders’ funds over the long term, and secondarily to increase it.

Trust Style

  • PAT tends to hold a concentrated portfolio of mainly UK equities, but can also hold overseas investments - typically in the United States.
  • PAT can use gearing and liquidity through short-term borrowed funds or derivatives.
  • PAT may also invest in fixed interest or index-linked securities, and use currency hedging and other investment trusts to gain exposure to different sectors.


Trust Dealing
For more information on Personal Assets Trust, please refer to the website www.patplc.co.uk or contact us.

If you would like to invest in Personal Assets Trust, please contact Steven Budge on 0131 538 6602.