Trojan Funds (Ireland) plc - Trojan Fund (Ireland) X USD IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.6 | 13.0 | 8.7 | -2.8 | 3.3 | |
+/-Cat | 0.6 | 4.2 | 11.1 | -7.2 | -0.9 | |
+/-B’mrk | - | 4.5 | 11.3 | -10.2 | -1.5 | |
Category: USD Flexible Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 30/04/2024 | USD 1.35 | |
Day Change | -0.04% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | IE00BF29RQ42 | |
Fund Size (Mil) 29/04/2024 | GBP 561.49 | |
Share Class Size (Mil) 29/04/2024 | USD 24.25 | |
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 USD 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 EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Trojan Funds (Ireland) plc - Trojan Fund (Ireland) X USD Inc | 31/03/2024 |
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