Trojan Ethical Fund O Accumulation

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Management
Name of CompanyTroy Asset Management Limited
Phone+44 20 74994030
Websitewww.taml.co.uk
AddressHill Hour, 1 Little New Street, London, EC4A 3TR
 London   EC4A 3TR
 United Kingdom
Other Share Classes
Trojan Ethical Fund O Income
Trojan Ethical Fund S Accumulation
Trojan Ethical Fund S Income
Trojan Ethical Fund X Accumulation
Trojan Ethical Fund X Income
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date22/03/2019
Fund Advisor(s)
Troy Asset Management Limited
Fund ManagerCharlotte Yonge
Manager Start Date22/03/2019
Education
University of Cambridge, M.A.
 
Biography
Charlotte is the Assistant Fund Manager of the Trojan Fund 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.
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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