Trojan Income

Select share classes

Trojan Income Fund X Income

Category UK Equity Income


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

94.14p

arrow-up0.46p (+0.49%)

Fund Code

TJIXI

BZ6CQ17

GB00BZ6CQ176

Prices updated as at 28 Mar 2024
|
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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerBlake Hutchins, Fergus McCorkell
95.84
86.99
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
0.88
0.10
0.00
UK Equity Income
No
Fund providerTroy Asset Management Limited
Share class launch date01 Dec 2017
£751.74m
-
2.92
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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