Trojan Global Equity I Acc header image

Trojan Global Equity I Acc

Fund

ISIN GB00B0ZJNL30 / Valor 2490773

NAV (2024-12-13)
GBP 5.87-0.09%

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.

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Source

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

Tags:
capital growth global equities

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OTHER SHARE CLASSES OF THIS FUND

Trojan Global Equity I Inc
Trojan Global Equity I Inc Trojan Global Equity I Inc Valor: 2490753
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Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 5.29
Trojan Global Equity O Inc
Trojan Global Equity O Inc Trojan Global Equity O Inc Valor: 2490712
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%GBP 5.36
Trojan Global Equity S Inc
Trojan Global Equity S Inc Trojan Global Equity S Inc Valor: 2490815
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.44%GBP 5.38
Trojan Global Equity S Acc
Trojan Global Equity S Acc Trojan Global Equity S Acc Valor: 2490821
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 6.63
Trojan Global Equity O Acc
Trojan Global Equity O Acc Trojan Global Equity O Acc Valor: 2490734
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%GBP 6.53