Investment Objective
The investment objective of the Trojan Fund is to achieve growth in capital and income in real terms over the longer term. The policy is to invest substantially in UK and overseas equities and fixed interest securities but may also invest in collective investment schemes and money market instruments.
Reference Index
LIBID
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.8 | 0.5 | 0.2 | 0.4 | 0.2 | 0.1 | 0.6 | 0.2 | 0.5 | 0.1 | 0.9 | 0.1 | 0.3 | |
| 2023 | 0.6 | 0.3 | 0.6 | 0.4 | 0.8 | 1.0 | 0.8 | 0.2 | 0.7 | 0.4 | 0.5 | 0.7 | 0.2 |
