|
Fund Manager
Francis Brooke
Assistant Fund Manager
Hugo Ure
Inception Date
30th September 2004
Fund Objective
The Trojan Income Fund aims to provide growing levels of income, with the potential for capital appreciation in the medium term.
Fund Style
- The Fund has a bias towards UK equities.
- It can also hold bonds and preference shares.
- The equity weighting ranges from 80% to 100%.
- Within the equity portfolio, the Fund invests in 35 to 50 UK and selected overseas companies.
Fund Factsheet
Fund Performance
Additonal Investor Information Document & Application Form
Key Investor Information Documents (KIID)
Trojan Income Fund, 'O' Accumulation
Trojan Income Fund,'O' Income
Trojan Income Fund, 'I' Accumulation
Trojan Income Fund, 'I' Income
Trojan Income Fund, 'S' Accumulation
Trojan Income Fund, 'S' Income
Fund Dealing
If you would like to invest in the Trojan Income Fund, please contact Capita Financial on 0845 608 0950 www.capitafinancial.co.uk
Click this link to find out How to Invest.
|
