Trojan Global Equity S IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 13.6 | 21.9 | -15.6 | 24.0 | 8.4 |
![]() | +/-Cat | -10.1 | 7.3 | 2.5 | 8.0 | -0.4 |
![]() | +/-B’mrk | - | 3.8 | 3.4 | 1.7 | -5.2 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 489.09 | |
Day Change | 0.89% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B0ZJQY73 | |
Fund Size (Mil) 28/06/2024 | GBP 540.96 | |
Share Class Size (Mil) 14/08/2024 | GBP 16.78 | |
Max Initial Charge | - | |
Ongoing Charge 31/01/2024 | 0.81% |
Investment Objective: Trojan Global Equity S Inc |
To seek to achieve capital growth over the long term (at least 5 years). To invest globally and at least 80% of its assets in equities and equity-related securities (being instruments whose return is determined by the performance of a single underlying equity or a basket of equities). It may also invest in government and public securities (such as sovereign debt and treasury bills), moneymarket instruments, cash, cash equivalents and deposits. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
George Viney 01/06/2012 | ||
Gabrielle Boyle 01/11/2011 | ||
Inception Date 09/03/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Trojan Global Equity S Inc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.84 |
![]() | ![]() | 6.39 |
![]() | ![]() | 5.45 |
![]() | ![]() | 5.40 |
![]() | ![]() | 5.31 |
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Trojan Global Equity S Inc |