Trojan Ethical Income Fund (Ireland)

The investment objective of the Fund is to seek to achieve income with the potential for capital growth in the medium term (3 to 5 years). 

The fund will invest in accordance with the parameters of Troy's ethical exclusion criteria, which consider ethical issues in relation to: fossil fuels, pornography, tobacco and certain types of armaments. A document setting out Troy’s ethical exclusion criteria is available here.

In addition to the GBP X share class referred to on this page, other currency share classes are available. Please contact us for more information.

'X' Share Class Price 21/01/2022
Accumulation Shares
Income Shares
£1.0695
Fund Size
£1m

Past performance is not a guide to future performance.

Top 10 holdings Fund %
RELX 6.2
Experian 5.4
Reckitt Benckiser 4.9
Unilever 4.6
Paychex 4.2
Nestlé 3.7
Domino's Pizza 2.7
Procter & Gamble 2.6
American Express 2.6
Compass 2.6
Total Top 10 39.4
37 other holdings 56.9
Cash & Equivalent 3.7
Total 100.0

 

Past performance is not necessarily a guide to future performance. The value of a fund and any income from it 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. Returns may increase or decrease as a result of currency fluctuations​. This data is provided for information only and should not be reproduced, published or disseminated in any manner. Although Troy considers the data to be reliable, no warranty is given as to its accuracy or completeness. Any comparisons against indices are for illustrative purposes only.

How to Invest

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

How to Invest