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Investing For Charities

Our cautious investment approach suits the objectives of most 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 FundTrojan Ethical FundTrojan Income FundTrojan Ethical Income FundTrojan Global Equity Fund and Trojan Global Income Fund all have bespoke share classes aimed at UK registered charities and charge an annual management charge of 0.75%.

 

Please contact us to discuss how we can be of assistance to you.

 

Responsible Investment Policy

Download Responsible Investment Policy

 

How to Invest

You may invest directly, via a broker or adviser, or through a number of online fund platforms.

How to Invest

Troy Asset Management Limited ("Troy") is aware that fraudsters are using the trading name "Trojan Funds" in an attempt to defraud the public. The fraudulent URL (www.trojan-funds.com) is being used and emails are also being sent to members of the public in an attempt to commit investment fraud. We confirm that the trading name and email address which the fraudsters are using ([email protected]) are not linked with Troy or any funds managed by Troy, including Trojan Investment Funds and Trojan Funds (Ireland) plc.

Troy does not have any affiliation with "Trojan Funds" and has notified the relevant authorities of this scam. Troy will never contact members of the public to make any payments to us over the phone or via email in relation to making an investment. We urge you to stay alert to the dangers of investment fraud, even if documents or websites refer to genuine products and appear legitimate. Any potential investors should exercise extreme caution. Troy will take no responsibility for any potential losses you may incur.

If you believe you have received an email of this nature, or are in any doubt regarding the legitimacy of any communications purporting to be from Troy, please contact [email protected]. Further information on protecting yourself from scams can be found on the FCA website https://www.fca.org.uk/consumers/protect-yourself-scams. Alternatively you can report scams to the FCA at https://www.fca.org.uk/consumers/report-scam-us.
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