Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week Morningstar analysts reveal a new top rating for Troy, downgrades for Parvest and Janus Henderson

Morningstar Analysts 13 November, 2018 | 7:18AM
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New Ratings

Troy Trojan – Gold

David Holder

Troy Trojan is a strong offering for risk-averse investors seeking capital preservation and long-term growth. Sebastian Lyon, the manager, employs a process that is cautious and focuses on the long term. The top-down framework is key, and he has the ability to invest in equities, government bonds, index-linked bonds, and precious metals and also to use cash actively. Equity exposure tends to be concentrated in around 25 to 45 holdings, where he looks for a sustainable business franchise that makes good allocation of capital.

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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
BNP Paribas US Mid Cap Privilege R300.05 USD-0.37Rating
Henderson EuroTrust Ord1,500.00 GBP0.17Rating
Janus Henderson Hrzn Pan Eurp Eq H2 EUR20.34 EUR0.15Rating
Trojan O Inc311.17 GBP0.25Rating

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Morningstar Analysts   -