Emphasising capital preservation and absolute returns, Personal Assets Trust is conservatively managed, with concentrated equity holdings and low turnover. The Trust is long-only and has the flexibility to invest across a broad range of asset classes.
What does the Trust do?
An investment trust with the ability to invest globally. Its policy is first to protect, then increase (in that order) the value of shareholders’ funds per share over the long-term.
Why this Trust?
Aimed at investors who seek a multi-asset portfolio with an emphasis on capital preservation. Through high-quality security selection, it aims to deliver protection for investors’ capital.
Troy Asset Management Limited was appointed investment adviser to Personal Assets Trust on 3 March 2009 and investment manager to the Trust on 1 May 2020.