Trojan Global Income Fund (Ireland) O GBP Acc
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General Objective
The fund aims to achieve income with the potential for capital growth in the medium term (3 to 5 years) without specific economic or industry focus.
Fund Exposure
The fund invests at least 80% of its assets globally in equities and equity related securities, including closed-ended investment funds. It may also invest in other asset classes such as fixed interest securities, money market instruments, and real estate investment trusts (REITs). The Investment Manager focuses on dividend growth, cash flow, and profit growth, while promoting climate change mitigation through a net zero greenhouse gas emissions alignment by 2050.
Risks
This fund may not be suitable for investors planning to withdraw their money within 5 years due to its medium-term investment objective. The fund is actively managed and does not adhere to a specific benchmark, using the MSCI World Index (Net Return) for performance comparison. Derivatives may be used to manage risk, reduce costs, or generate additional capital or income.