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Securities Trust of Scotland 

Troy Asset Management Limited was appointed Investment Manager of Securities Trust of Scotland on 12 November 2020.

 

Investment Manager

James Harries

 

Trust Objective

Securities Trust of Scotland aims to achieve rising income and long-term capital growth through investment in a balanced portfolio constructed of global equities.

Trust Style
 
  • An actively managed global equity income strategy with a focus on generating low volatility returns.
  • The portfolio is constructed without reference to benchmarks and with careful consideration of the absolute risk posed by each investment.
  • The Trust invests primarily in global equities but may also invest in investment companies, real estate investment trusts, collective investment schemes and warrants.
  • Derivatives may be used for the purposes of efficient portfolio management which includes the hedging of currency risk.
  • The Trust operates a strict discount control policy which seeks to ensure that the shares trade at, or close to, net asset value at all times.
  • The Trust currently uses leverage however this is limited to 20% of the Trust’s net asset value.
Date Listed
2005
 
Trust Dealings

For more information on the Securities Trust of Scotland, please refer to the website www.stsplc.co.uk or contact us.

If you would like to invest in the Securities Trust of Scotland, please contact Steven Budge on 0131 538 6610.

Please follow the link below for further information: 

www.stsplc.co.uk

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