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
Latest Meeting Note
Research Note 31 Jul 2017
The fund’s primary objective is to protect capital and deliver a positive return year on year, as well as delivering growth in income over the long term. Launched in May 2001, the historic track record is strong, delivering annualised re...
The fund’s primary objective is to protect capital and deliver a positive return year on year, as well as delivering growth in income over the long term. Launched in May 2001, the historic track record is strong, delivering annualised returns of 7.8% with a volatility of 6.6% and a maximum drawdown of -9.8%.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.6 | 0.5 | 1.0 | 0.1 | 0.4 | 0.8 | 0.5 | 0.9 | 1.0 | 1.0 | 0.6 | 0.1 | |
| 2023 | 0.9 | 0.4 | 1.0 | 1.0 | 0.1 | 0.6 | 0.6 | 0.4 | 0.5 | 0.4 | 0.9 | 0.0 | 0.9 |
