Our team

Troy

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Alexa Pintér

Executive Assistant

Bio

Alexandra Björnfot

RFP Specialist

Bio

Aniruddha Kulkarni CFA

Investment Analyst

Bio

Antariksh Srikumar

Compliance Analyst

Bio

Antonia Dodson

Business Development

Bio

Blake Hutchins CFA

Senior Fund Manager

Bio

Charlotte Johns

Receptionist

Bio

Charlotte Yonge CFA

Senior Fund Manager

Bio

Chloe Raymond

Investor Services

Bio

Cressida Hogg

Non-Executive Director

Bio

Dominic Lown

Fund Operations

Bio

Elena Barlera

Risk & Analytics Analyst

Bio

Emma Stevenson

HR Manager

Bio

Fergus McCorkell CFA

Fund Manager

Bio

Francis Brooke

Vice Chairman

Bio

Fritz von Westenholz

Business Development Director

Bio

Gabrielle Boyle

Investment Director and Head of Research

Bio

George Hankey

General Counsel

Bio

George Viney CFA

Senior Fund Manager

Bio

Graeme Bartlett CFA

Head of Risk & Analytics

Bio

Karan Patel

IT Analyst

Karan joined Troy Asset Management in July 2023 from Lanware, where he worked on the service desk and onsite at Troy Asset Management. Karan graduated in 2012 from City University with a BSc in Computer Science.

Antariksh Srikumar

Compliance Analyst

Ant began his career within the asset management industry in 2018 at Smith and Williamson (now Evelyn Partners) before moving to 7IM Investment Management in 2021. He has worked as a Compliance Officer focussing primarily on Fund Compliance over the last over 4 years. He holds a B. Tech Electronics and Communication degree from the Vellore Institute of Technology and an MSc Engineering Business Management from the University of Warwick.

 

Victoria Musk

Executive Assistant

Victoria graduated from Bristol University with a BSc in Politics and Social Policy and started her career at Lehman Brothers in 2004.  Victoria was an Equities Sales Trader for the Institutional Client Group before moving to Troy in 2008 to perform their trading and execution.  Following a career break to have children, Victoria has returned to Troy supporting Fritz and Business Development.

 

Emma Stevenson

HR Manager

Emma joined Troy Asset Management in January 2023.

Emma has over 10 years of HR experience supporting financial services and technology businesses.  She holds a degree in biology from Queen Mary, University of London, and is a Chartered Member of the Chartered Institute of Personnel & Development.

Charlotte Johns

Receptionist

Charlotte joined Troy in January 2022 from Oxford Brookes University where she studied English Literature and Language.

 

Dominic Lown

Fund Operations

Dominic joined Troy Asset Management in September 2021.

Dominic has over 17 years’ experience within operations in both Asset Management firms and hedge funds. Most recently, Dominic was Operations Manager at RBC Global Asset Management. He graduated from the University of Birmingham in 2005 with a BSc in Geography.

Alexandra Björnfot

RFP Specialist

Alexandra joined Troy’s Business Development Team in May 2022 as an RFP Specialist.

Prior to joining Troy, Alexandra worked in the business development team at RWC Asset Management (Redwheel) for 4.5 years, writing proposals for institutional and retail investors. Alexandra holds a M.Sc. degree (Distinction) in International Marketing from Birkbeck College and a BA in Journalism and Philosophy Studies from Stockholm University. Alexandra holds the IMC.

Sian-Azilis Evans

Investment Analyst

Sian is an Investment Analyst and has the responsibility of the analysis of global companies and their selection for Troy’s portfolios. Sian has a particular focus on Environmental, Social and Governance research and stewardship.

She joined Troy in February 2022 from Somerset Capital Management, where she was a sustainability analyst. She holds a BSc from the London School of Economics in Philosophy, Politics and Economics.

Alexa Pintér

Executive Assistant

Alexa is Executive Assistant to Sebastian Lyon and Francis Brooke. She joined Troy Asset Management in October 2019.

Before joining Alexa worked as an Investor Relations Associate at Numis Securities where she was responsible for clients in the Financial Services, Insurance, Investment Funds, Travel & Leisure and Healthcare sectors. Prior to Numis, she spent over 4 years at Ninety One (formerly Investec Asset Management) working as an Executive Assistant. Alexa graduated in 2006.

Steve Clarke

Head of Dealing

Steven joined Troy Asset Management in July 2017 as Head of Dealing.

He began his career at Singer & Friedlander Investment Management Ltd, working there for over 20 years as a trader and Investment Director, managing their institutional and private client trading operation. In 2009 he moved to LV Asset Management Ltd in a multi asset trading role before joining Friends Life Investments as their Head of Trading in 2012, focussing on Global Rates, Derivatives, FX and Credit markets. Following the acquisition of Friends Life by Aviva Investors in April 2015 his role changed to Head of Market Structure, FX & Liquidity Trading.

Michael Johns

Dealer

Michael joined Troy Asset Management in July 2013.

Prior to joining Troy, he began his career at AIS Europe Limited before moving to RAB Capital. Michael graduated from Rhodes University in 2008 with a first class honours degree in Economics and a first class masters degree in Financial Markets. He has completed the CFA Investment Management Certificate and the Johannesburg Securities Exchange Registered Persons Examinations.

George Hankey

General Counsel

George joined Troy Asset Management in September 2014 as Head of Legal, and in 2017 was appointed Company Secretary.

Having completed his training with Simmons & Simmons, George then spent over six years working in the firm’s financial services group in both London and Hong Kong. He graduated from The University of Durham in 2003 and qualified as a solicitor in 2008.

Philip Holdaway

Senior Legal Counsel

Philip joined Troy Asset Management in November 2018 as Legal Counsel.

Having completed his training with Simmons & Simmons, Philip then spent over six years working in the firm’s financial services group. He graduated from Oxford University in 2007 and qualified as a solicitor in 2012. Philip completed a Graduate Diploma in Economics at Birkbeck, University of London in 2018.

Raju Soni

Head of Compliance

Raju joined Troy Asset Management in May 2017.

Raju started his career within the asset management industry in 2011 at Fidelity International before moving to Neptune Investment Management in 2013. He worked as a Compliance Manager at Neptune for over 3 years. Raju graduated from Oxford Brookes University in 2009 with a degree in Law and completed his Legal Practice Course at BPP Law School in 2011.

Melissa Newman

Compliance Analyst

Melissa joined Troy Asset Management in November 2021 from Privium Fund Management where she worked within the Compliance team.

Melissa started her career in investment management compliance in 2016 having graduated from King’s College London with a degree in French and subsequently completing her Graduate Diploma in Law at BPP Law School in 2014.

Hetal Patel

Senior Accountant

Hetal joined Troy Asset Management in September 2016.

Before joining, Hetal previously worked at RSM (Formerly Baker Tilly Tax and Accounting Limited) as a Management Account where she also trained. Hetal graduated from Aston University in 2011 and qualified as a Chartered Certified Accountant in 2015.

Nick Clary

Head of Fund Operations

Nick joined Troy Asset Management in November 2016 as Operations and Systems Manager.

Nick began his career in financial services in 2007 at Neptune Investment Management. He spent seven years here progressing through a variety of roles in Fund Operations before moving onto Miton Group in 2014 running their Middle Office. He graduated from the University of Sussex in 2006 with a degree in Economics.

Ian Aldous

Fund Operations

Ian joined Troy Asset Management in April 2018.

Ian has over 20 years experience in financial services with knowledge across a wide range of operational roles. Most recently, Ian spent 8 years holding a senior position within the fund operations area at Odey Asset Management.

Graeme Bartlett CFA

Head of Risk & Analytics

Graeme joined Troy Asset Management in October 2018 to manage the risk and attribution function.

Prior to this he was the Head of Risk at TT International, a global asset manager specialising in both long-only equity and alternative strategies. Graeme joined TT International in 2010 from Fidelity International, where he began his career after graduating from the University of Cambridge with an MEng in Mechanical Engineering in 2006. Graeme is a CFA Charterholder.

Elena Barlera

Risk & Analytics Analyst

Elena holds a BSc in Mathematics and two MSc in Quantitative Finance and Financial and Insurance Mathematics respectively from University of Bologna and Ludwig Maximilian University of Munich.

Graham Boreham

IT Manager

Graham joined Troy Asset Management in July of 2014 as IT Manager.

Graham began his career in IT within the Aerospace industry in 1997 and has since gained over 23 years IT experience in a wide range of environments and roles, including working in Iraq for the Ministry of Defence, where he earned the Iraq Campaign Medal.

Tom Brooksbank

Deputy Head of Business Development

Tom manages UK investor relationships.

He joined Troy Asset Management in August 2013 from Jupiter Unit Trust Managers, where he worked as a broker sales executive servicing UK based discretionary clients. Tom graduated from the University of Leeds in 2011 and has passed his IMC.

Henry Foster

Business Development

Henry manages institutional and international investor relationships. He joined Troy Asset Management, from Harrington Cooper, in March 2015 to focus on business development in Europe.

He began his career at Western Asset Management, before moving to Neptune Investment Management, where he spent nearly four years as part of a team responsible for their European Business. Henry graduated from Newcastle University in 2004 and has passed his IMC.

Nick Roberts

Business Development

Nick is responsible for developing Troy’s institutional relationships both in the UK and internationally.

Nick joined Troy Asset Management in September 2018. With a background in equity portfolio management at Mercury Asset Management and Merrill Lynch Investment Managers, most recently Nick led the international institutional business of London based Sarasin & Partners. He gained an MSc in Environmental Technology from Imperial College London, and BAHons in Economic and Social Statistics from Exeter University. Nick holds the ASIP qualification is an Associate Member of the CFA Society of the UK.

Janneke Munnik

Business Development

Janneke helps manage UK investor relationships.

She joined Troy Asset Management in January 2021 from Artemis Fund Management, where she worked as a sales executive servicing UK based clients. Janneke graduated from the University of Pretoria with a BCom in Investment Management in 2011. Janneke holds a Diploma in Investment Management (ESG) from CFA UK and the Investment Advice Diploma from the Chartered Institute of Securities & Investments.

Antonia Dodson

Business Development

Antonia helps manage UK investor relationships.

She joined Troy Asset Management in March 2019 from Aberdeen Standard Investments, where she was marketing manager on the investment trust team. Antonia graduated from the University of Leeds in 2012 and has passed her IMC.

Scott Clayton

Investor Services

Scott supports the Business Development team managing investor relationships. He joined Troy Asset Management in December 2013.

He began his career at St James’s Place Wealth Management working as part of the adviser support team. He then joined Capita Financial Managers in 2008, occupying a number of roles within the company’s fund services division. Scott has passed his IMC.

Sabrina Violino

Head of Investor Services

Sabrina supports the Business Development team managing investor relationships. She joined Troy Asset Management in October 2015.

Sabrina graduated from King’s College London University in 2014 and has passed her IMC.

Chloe Raymond

Investor Services

Chloe supports the Business Development team managing investor relationships.

She joined Troy Asset Management in November 2020 from Natixis Investment Managers, where she worked as sales support for the Northern Europe sales team. Chloe graduated from the University of the West of England in 2017, with BA in Politics and International Relations. Chloe has passed her IMC.

Tom Yeowart

Deputy Head of Research

Tom helps oversee Troy’s research team and conducts equity analysis.

Tom joined Troy in 2014 and managed Troy’s multi-manager Spectrum Fund until its merger with Trojan Global Equity in May 2022. Tom previously spent three years at Rothschild specialising in fund research.  Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). He started his career at Brewin Dolphin in 2005. Tom graduated in 2005 from Oxford with an MA in Modern History. He qualified as a member of The Chartered Institute for Securities and Investment (CISI).

George Viney CFA

Senior Fund Manager

George is the Co-Manager of the Trojan Global Equity Fund. He is responsible for the analysis of global companies and their selection for Troy’s portfolios.

George joined Troy in June 2012 from Rathbone Brothers, where he worked as an Assistant Fund Manager for the unit trust business. George graduated in 2006 from King’s College London with a first class honours degree in History. He is a CFA Charterholder.

Tomasz Boniek

Fund Manager

Tomasz is the co-manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager of the Trojan Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy’s portfolios.

He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.

Fergus McCorkell CFA

Fund Manager

Fergus is the Assistant Manager of  the Trojan Income Fund and Troy Income & Growth Trust and has responsibility for the analysis of global companies and their selection for Troy’s portfolios.

Joining Troy in 2017 following an internship, Fergus holds a BA in Biological Sciences and a doctorate in Zoology (Biomechanics) from Oxford University. Fergus is a CFA Charterholder.

Marc de Vos CFA

Investment Analyst

Marc is an Investment Analyst working on the multi-asset mandates, with responsibility for analysis of global companies and their selection for Troy’s portfolios.

Marc joined Troy in June 2019 from RWC Asset Management, where he worked as an Investment Analyst. Marc holds a BEng in Electromechanical Engineering and a PhD in Electronic and Electrical Engineering from Southampton University. Marc is a CFA Charterholder.

Aniruddha Kulkarni CFA

Investment Analyst

Aniruddha is an Investment Analyst and has the responsibility of the analysis of global companies and their selection for Troy’s portfolios.

Aniruddha joined Troy in September 2019 on an internship before becoming an permanent member of the investment team in January 2020. He holds a B. Eng. degree from the University of Pune and an MPhil Finance and Economics from the University of Cambridge. Aniruddha is a CFA Charterholder.

Michael Kinsella

Investment Specialist

Michael is an investment specialist on the Multi-Asset Strategy. Michael joined the Business Development Team at Troy in May 2016 from Veritas Investment Management where he worked as an Assistant Portfolio Manager.

Michael graduated from Dublin Business School with a BA (hons) in Business Studies in 2005. Michael holds a Masters in Wealth Management from the Chartered Institute of Securities & Investments and the IMC.

James Harries

Senior Fund Manager

James is the Senior Fund Manager responsible for the Trojan Global Income Strategy. He has 27 years’ investment experience, and has managed global equity portfolios since 2002. James is manager of the Trojan Global Income Fund, co-manager of the Trojan Ethical Global Income Fund and was awarded management of STS Global Income & Growth Trust plc in November 2020.​  

Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Nick Hughes

Chief Operating Officer

Nick Hughes joined Troy Asset Management in May 2021 as Chief Operating Officer and a member of the Executive Committee.

He has over 20 years of experience working in institutional Asset Management. Joining from Global Equity boutique Velanne Asset Management (an Associate firm of Silchester International Investors) where he was CFO/COO, prior to that Nick spent 13 years at Marathon Asset Management where he was Chief Operating Officer from 2012 to 2017 and Deputy Chief Operating Officer from 2005 to 2012. Nick graduated from The University of Exeter in 1995 with a degree in Modern Languages (French & German) and is a CIMA passed finalist. In 2015 he completed the Accelerated Development Programme at the University of Chicago Booth School of Business.

Blake Hutchins CFA

Senior Fund Manager

Blake is Manager of the Trojan Income Fund and Co-Manager of Troy Income & Growth Trust. 

Blake joined Troy in 2019 from Investec Asset Management where he was lead manager on the UK Equity Income fund and co-manager on the Global Quality Equity Income Fund. Prior to that, Blake managed retail and institutional UK equity funds at Columbia Threadneedle. Blake holds a MA Hons in Economics and Politics from the University of Edinburgh.

Hugo Ure CFA

Senior Fund Manager

Hugo is Co-Manager of Troy Income & Growth Trust. He is Manager of the Trojan Ethical Income Fund.

Hugo joined Troy in 2009 from Kleinwort Benson, where he was an equity analyst. Hugo gained his MA in Geology from Oxford University in 1999, following which he spent five years serving with the Scots Guards. He holds the CISI Diploma and is a CFA Charterholder.

Charlotte Yonge CFA

Senior Fund Manager

Charlotte is the Assistant Fund Manager of the Trojan Fund and Personal Assets Trust and Fund Manager of the Trojan Ethical Fund, with responsibility for multi-asset coverage and the analysis of global companies and their selection for Troy’s portfolios.

Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.

Jan Pethick

Chairman

Jan was Chairman of Merrill Lynch International Debt Capital Markets for 10 years.

He had previously been Head of Global Debt Origination at Dresdner Kleinwort Benson which had acquired the credit research boutique Luthy Baillie which he had co-founded in 1990. Prior to that he worked for 12 years at Lehman Brothers where he was a member of the Executive Management Committee in Europe.

Sebastian Lyon

Founder & Chief Investment Officer

Sebastian is Troy’s Chief Investment Officer and is responsible for Troy’s Multi-Asset Strategy. He is the Senior Fund Manager for the Trojan Fund and Investment Manager of Personal Assets Trust.

Sebastian began his career in 1989 at Singer & Friedlander Investment Management. Joining Stanhope Investment Management (the management company for the GEC Pension Fund) in 1995, he jointly managed the £2 billion equity portfolio and the Fund’s asset allocation. He was appointed Director in 1999, and in 2000 he left to establish Troy. Gaining his BSc in Politics from Southampton University, Sebastian holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Francis Brooke

Vice Chairman

He joined Troy in June 2004 and launched the Trojan Income Fund later that year. He was appointed manager of Troy Income & Growth Trust in July 2009. In December 2021 Francis relinquished his fund management responsibilities and took up a new position of Vice Chairman. Francis began his career in 1986 having gained his MA in Politics from Edinburgh University. Francis has been Chairman of Ascot Racecourse since 2018.

Fritz von Westenholz

Business Development Director

Fritz joined Troy Asset Management in 2009 as Head of Business Development, to manage existing investor relationships and identify new business opportunities. He was promoted to the Board in 2017.

He began his career in fund management in 2002 after graduating from Edinburgh University. Fritz completed the Management Acceleration Programme at INSEAD in February 2015.

William Davies

Finance Director

William joined Troy Asset Management in 2009 as Head of Operations, becoming a director in 2017. He was previously financial controller and member of the Operations Committee of Rensburg Sheppards Investment Management, now Investec Wealth & Investment, which he joined in 1991. William graduated in 1986 and is a member of the Institute of Chartered Accountants in England and Wales.

Gabrielle Boyle

Investment Director and Head of Research

Gabrielle is responsible for Troy’s Global Equity Strategy and is Head of Research. Gabrielle was promoted to the board in 2020. She is the Co-Manager for the Trojan Global Equity Fund and Fund Manager for the Electric & General Investment Fund. 

Gabrielle has 33 years’ investment experience, has managed global equity portfolios since 2001 and European portfolios since 1998. Joining Troy at the end of 2011, previously Gabrielle was a Senior Managing Director at Lazard Asset Management where she worked for 17 years and was responsible for Global and European portfolios. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics. She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Gabrielle was previously on the Board of Witan Investment Trust and is a Trustee of the charity Launch It.

James Findlay

Non-Executive Director

James Findlay is a founding member of Findlay Park Partners LLP and advises Anthony Kingsley (CIO) on investment strategy for the Findlay Park American Fund.

Prior to founding Findlay Park, James worked at Foreign & Colonial as a portfolio manager, focusing on US companies from 1985, as lead manager of the F&C American Smaller Companies Fund. James began his investment career in 1978 at Hoare Govett.

Simon Robertson

Non-Executive Director

Simon is Chairman of the Remuneration Committee. He was formerly Managing Director of Goldman Sachs International, Chairman of Dresdner Kleinwort Benson, non-executive Chairman of Rolls Royce Holdings plc and Deputy Chairman and senior independent non-executive director of HSBC Holdings plc.

He is also a non-executive director of The Economist Newspaper Limited, the Royal Opera House Covent Garden Limited, a trustee of the Eden Trust and also a founding member of Simon Robertson Associates LLP.

Cressida Hogg

Non-Executive Director

Cressida became Chair of BAE Systems plc in May 2023, having joined the Board as a Non-executive director and Chair-designate in November 2022.  She has spent over 20 years in the investment industry, first with 3i Group plc and more recently with Canada Pension Plan Investment Board.

While at 3i, she co-founded the infrastructure business and ran 3i Infrastructure from 2009-2014. From 2014-2018, Cressida led CPPIB’s global infrastructure investment business, managing a portfolio of c. $20 billion in unlisted investments.

She was a Non-executive director of Land Securities Group PLC from 2014 until May 2023, serving as Chair from July 2018, and has sat on the Boards of several investee companies, including Anglian Water Group and Associated British Ports.  Cressida is also currently the Senior Independent Director of London Stock Exchange Group plc.

Website Terms and Conditions

Welcome to the website of Troy Asset Management Limited (“Troy”, “we”, “our”, “us”).  Please read these terms and conditions carefully.  By accessing this website you are indicating that you have read, acknowledge and agree to be bound by the following terms and conditions and that you have read Troy’s Privacy Notice (which can be accessed here).  If you do not agree to these terms, you must stop using this website immediately.

This website uses cookies and similar technologies.  Information about our use of cookies is included in our Privacy Notice accessed here.  You can edit your cookie settings on this website.

Troy Asset Management Limited is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom which can be contacted at 12 Endeavour Square, London E20 1JN.  Troy is registered on the FCA’s register with firm reference number 195764.  Troy is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser (CRD: 319174).  Registration with the SEC does not imply a certain level of skill or training.  Troy is the owner and operator of this website and can be contacted using the details set out in section 11 below.

This website describes Troy’s capabilities and is for information purposes only.  Nothing in this website should be construed as investment, tax, legal, accounting or other advice.

The securities described on this website are not intended for use and are not offered in the United States of America or to U.S. Persons.  Please see section 2 for further detail.

  1. Who may access this website – subject to local restrictions

The information on this website is directed at persons in the United Kingdom (“UK”) and not otherwise. The availability of any funds managed by Troy or services provided by Troy mentioned on this website in any jurisdiction other than the UK is subject to local restrictions.  Except as specifically set out below the funds mentioned on this website have not been registered or approved for distribution under the laws of any jurisdiction other than the UK.

If you are accessing this website from a jurisdiction other than the UK, you are required to inform yourself of and observe any applicable local restrictions.  If you choose to access the website and you do so from a country other than the UK, you do so at your own risk and Troy will not be liable for any breach of local law or regulation that you commit as a result of doing so. The information available on this website does not constitute an offer of, or an invitation to apply for or purchase, any securities.

Trojan Investment Funds and its sub-funds are UK funds established under the provisions of the European Directives on the co-ordination of laws, regulations, and administrative provisions relating to undertakings for collective investment in transferable securities (“UCITS”) (Directive 2009/65/EC) as implemented in the UK.  Trojan Investment Funds is authorised by the FCA.  Certain sub-funds are available for distribution in Ireland (for professional investors only), Singapore (for institutional investors only), Switzerland (for qualified investors only) and are registered for distribution to the public in the UK.

Trojan Fund (Ireland), Trojan Income Fund (Ireland), Trojan Global Income Fund (Ireland) and Trojan Ethical Fund (Ireland) are sub-funds of Trojan Funds (Ireland) plc which is an Irish UCITS subject to the laws of the Republic of Ireland.  Each is authorised in the Republic of Ireland by the Central Bank of Ireland, and is a scheme recognised by the FCA under the Financial Services and Markets 2000 Act (“FSMA”).  Trojan Fund (Ireland) and Trojan Income Fund (Ireland) are registered for distribution in Austria (certain share classes only), Germany (certain share classes only), Ireland, Italy (for institutional investors only), Singapore (for institutional investors only), Spain (certain share classes only), Switzerland and the UK.  Trojan Fund (Ireland) is also registered in Portugal (certain share classes only). Trojan Ethical Fund (Ireland) is registered for distribution in Ireland, Singapore (for institutional investors only), Spain (certain share classes only), Switzerland and the UK.  Trojan Global Income Fund (Ireland) is registered for distribution in Ireland, Spain (certain share classes only), Switzerland and the UK.

  1. Important information for U.S. Persons

This website as well as the securities described on this website are not intended for use and are not offered in the United States of America (including the District of Columbia or any other territory occupied or possessed by the United States of America) or to U.S. Persons (including residents of the United States of America, residents within an area subject to its jurisdiction and U.S. Persons who are resident outside the United States of America).  As such, by accepting these terms you represent and warrant that you are not a U.S. Person as defined under Regulation S of the United States Securities Act of 1933, as amended.

U.S. Persons interested in services provided by Troy should instead contact us directly on [email protected] or call +44 (0)20 7499 4030.

  1. Suitability of products and services

The products and services described on this website may not be suitable for all investors.  Troy does not provide investment advice or make personal recommendations to investors.  If you wish to obtain advice about the suitability, or have any doubt about the suitability, for you of products managed by Troy or services provided by Troy, you should contact a financial adviser.

Should you have any general queries or require support relating to Troy or its products and services, please do email [email protected] or call +44 (0)20 7499 4030.

  1. Risk warnings

The value of investments and the income from them may go down as well as up and investors may get back less than they invested.  Changes in rates of exchange may cause the value of investments to go up or down.  Past performance is not a guide to future performance.

Tax legislation and the levels of relief from taxation can change at any time.  Troy does not provide tax, legal or accounting advice and therefore the information presented on this website should not be relied upon.  Please consult your own financial advisor before engaging in any transaction.

The information on this website is for information purposes only and does not constitute a recommendation, solicitation, offer or invitation to purchase or sell any investment product, perform any other transactions, or conclude any other legal transactions.

Changes to website content

These terms and conditions and the information contained on this website is subject to change without notice and no guarantee is made as to its accuracy, completeness or fitness for a particular purpose. Troy has expressed its own views and opinions on this website and these may change without notice.  Troy is under no obligation to update information and visitors to this website should not rely solely on the information contained on this website in making an investment decision.

We keep our terms and conditions under review.  These terms and conditions were most recently updated on 8 September 2023.

  1. Intellectual property rights

Troy is the owner or licensee of all intellectual property rights (including copyright and database rights) that subsist in this website, and in the material published on it.  No right is granted to use the website:

(i) to create a database (electronic or otherwise) that includes material downloaded or otherwise obtained from the website except where expressly permitted on this website or by written agreement with Troy;

(ii) to transmit or re-circulate any material obtained from the website to any third party except where expressly permitted on this website or by written agreement with Troy;

(iii) in such a way so as to remove the copyright or trademark notice(s) from any copies of any material made in accordance with these terms.

No use of Troy’s name, logos and/or other trademarks (whether registered or unregistered) may be made by you without separate express written agreement being given by Troy (or its licensors).

  1. Liability

Whilst Troy has sought to ensure the accuracy and completeness of the information contained on this website as at the date of publication, save as required by applicable law and regulation, Troy gives no warranty or representation and accepts no liability in respect of the accuracy, adequacy or completeness of such information.

Whilst Troy endeavours to maintain the availability of this website Troy cannot guarantee that your use of this website will be free from error and/or uninterrupted.  Accordingly, the website is provided on an “AS IS” and “AS AVAILABLE” basis without any warranties of any kind.  We do not accept any liability arising from any interruption in availability.

Whilst effort has been taken to ensure that the website is free from viruses, no warranties are given that it is free from viruses and users are responsible for ensuring that they have installed adequate anti-virus software.  Troy shall not be liable for any viruses or any other computer code, files or programmes designed to interrupt, restrict, destroy, limit the functionality of or compromise the integrity of the website or any hardware on which it is hosted.

  1. Third party websites

This website may contain links to external websites operated by third parties.  These links are included to give users the opportunity to access other pages that it is felt may be of assistance to them.  Troy makes no representations as to the accuracy or any other aspect of the information contained on such websites and Troy accepts no responsibility for the content of such websites.

  1. Data protection

On some pages of this website, users are asked to contact Troy to provide, or obtain, further information.  Please refer to our Privacy Notice (which can be accessed here) which provides information about how we gather and use personal information.

  1. General

Each of the paragraphs of these terms and conditions operates separately.  If any court or relevant authority decides that any of them are unlawful or unenforceable, the remaining paragraphs will remain in full force and effect.

If we fail to insist that you perform any of your obligations under these terms and conditions, or if we do not enforce our rights against you, or if we delay in doing so, that will not mean that we have waived our rights against you and will not mean that you do not have to comply with those obligations.

These terms and conditions are governed by English law and are available only in English.  You and we both agree that the courts of England and Wales will have non-exclusive jurisdiction over any dispute or claim arising under these terms and conditions.

  1. Contact details

Troy Asset Management Limited, 33 Davies Street, London W1K 4BP, United Kingdom; Telephone +44 (0)20 7499 4030; Email [email protected].  Troy Asset Management Limited is a limited company registered in England and Wales under company number 3930846 and has its registered office at 33 Davies Street, London W1K 4BP , United Kingdom. Except where otherwise required by applicable law or regulations, all communication and documentation sent to you by Troy will be in English.  You may communicate with us in English.

For more information about this website, including information concerning the personal data Troy holds about you, please contact us by email via [email protected].

© Troy Asset Management Limited 2023. All rights reserved.

 

 

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