Trojan Ethical Global Income Fund X GBP Accumulation

The fund aims to achieve income with the potential for capital growth over the medium term (3 to 5 years), without any guarantee of meeting this objective and the possibility of getting back less than the initial investment.

At least 80% of the fund's assets are invested globally in equities and equity related securities, with the option to also invest in bonds, money market instruments, deposits, cash, and indirectly in property. The fund follows an investment strategy that aligns with the Investment Manager’s Climate Change Mitigation Policy, excluding investments in companies with significant revenues from fossil fuels, pornography, tobacco, alcohol, gambling, high interest rate lending, and certain types of armaments.

The fund is actively managed without adherence to a specific benchmark, allowing for investments across different geographic areas and industry sectors. Derivatives may be used to manage risk, reduce costs, or generate additional capital or income, and currency hedging arrangements may be utilized to mitigate the risk of currency movements in the value of overseas investments. It is recommended that this fund may not be suitable for investors planning to withdraw their money within 5 years.

https://www.taml.co.uk/funds/trojan-ethical-global-income-fund/