Trojan Global Equity I Acc
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General Objective
The fund aims to achieve capital growth over the long term, with a minimum investment horizon of 5 years. However, there is no guarantee that this objective will be met, and investors may receive back less than their initial investment.
Fund Exposure
The fund invests at least 80% of its assets globally in equities and equity-related securities. It may also allocate to bonds, money market instruments, deposits, and cash. The Investment Manager makes investment decisions based on factors such as dividend growth potential and cash flow and profit growth. The fund is actively managed and has the flexibility to invest across different geographic areas and industry sectors without limitations.
Risks
The fund has been classified as having above-average volatility, with a risk and reward profile of 5 out of 7. Investors should be aware of currency risk, counterparty risk, derivative risk, changes in interest rate risk, credit risk, and concentration risk. It is recommended that investors with a short-term investment horizon of less than 5 years may not find this fund suitable.