Troy Trojan Income - Bronze

FUND RESEARCH UPDATE: New Fund Rating of Bronze

Daniel Vaughan, CFA 9 December, 2015 | 7:19AM
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Following a recent Morningstar Analyst Ratings meeting, we have initiated coverage of the Troy Trojan Income fund with a Morningstar Analyst Rating™ of Bronze. Fund manager Francis Brooke is an experienced investor and has run this fund since launch in September 2004. He has consistently applied his approach through market conditions both favourable and unfavourable to his style. Troy’s investment philosophy emphasises strong risk adjusted returns, steady long-term income growth and the avoidance of permanent capital loss. The consistency of approach has resulted in a pre

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Trojan Income O Acc364.36 GBP-0.87Rating

About Author

Daniel Vaughan, CFA

Daniel Vaughan, CFA  is a portfolio manager for Morningstar Investment Management