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

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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Henderson EuroTrust Ord1,235.08 GBP-0.80
Janus Henderson Hrzn Pan Eurp Eq H2 EUR15.86 EUR-1.50
Parvest Equity USA Mid Cap P C211.73 USD-0.44
Troy Trojan O Inc282.97 GBP-0.21

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