Trojan Funds (Ireland) plc - Trojan Fund (Ireland) X GBP IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.3 | 12.0 | -3.7 | 2.7 | 2.3 | |
+/-Cat | -0.6 | 9.1 | 3.4 | -3.1 | -0.6 | |
+/-B’mrk | -2.8 | 7.4 | 3.6 | -5.7 | -1.0 | |
Category: EUR Flexible Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 29/04/2024 | GBP 1.31 | |
Day Change | 0.37% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BF29RH50 | |
Fund Size (Mil) 29/04/2024 | GBP 561.49 | |
Share Class Size (Mil) 29/04/2024 | GBP 63.77 | |
Max Initial Charge | - | |
Ongoing Charge 15/03/2024 | 0.96% |
Morningstar Research |
Analyst Report | 17/01/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Trojan Fund is a strong choice for investors seeking capital preservation and long-term capital growth. Its highly experienced manager and consistent implementation of a straightforward process distinguish the strategy from the competition. It... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Trojan Funds (Ireland) plc - Trojan Fund (Ireland) X GBP Inc |
The Fund seeks to achieve growth in capital, ahead of inflation (UK Retail Prices Index), over the longer term (5 to 7 years). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Sebastian Lyon 13/02/2012 | ||
Inception Date 14/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
UK Official Bank Rate | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Trojan Funds (Ireland) plc - Trojan Fund (Ireland) X GBP Inc | 31/03/2024 |
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