Trojan Income Fund X Income

Category UK Equity Income

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

97.11p

arrow-down-0.16p (-0.16%)

Fund Code

TJIXI

BZ6CQ17

GB00BZ6CQ176

Prices updated as at 16 Dec 2025

Prices in GBX

Investment objective

To seek to achieve income with the potential for capital growth in the medium term (3 to 5 years). To invest at least 80% of its assets in UK equities (including investment trusts and real estate investment trusts (REITs)) and equity-related securities (being instruments whose return is determined by the performance of a single underlying equity or a basket of equities). The Sub-fund may also invest in overseas equities and equity-related securities, government and public securities (such as sovereign debt and treasury bills), corporate bonds, money-market instruments, real estate (via REITs), private equity, cash, cash equivalents and deposits.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Below Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filled
5 - year
Morningstar return	Below Average
Morningstar risk	Below Average
Morningstar rating	star-filledstar-filled
10 - year
Morningstar return	Below Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filled
Overall
Morningstar return	Below Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filled

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Potentially lower returns

Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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Trojan Income