Trojan (Ireland) O EUR Acc |
Performance History | 30/04/2024 |
Growth of 1,000 (EUR) |
Fund | 6.2 | 10.9 | -5.6 | 0.8 | 2.3 | |
+/-Cat | 4.0 | 1.2 | 6.6 | -7.5 | -0.9 | |
+/-Idx | 2.0 | -0.7 | 6.7 | -10.2 | -0.7 | |
Category: EUR Flexible Allocation - Global | ||||||
Benchmarks: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 14/05/2024 | EUR 1.43 | |
Day Change | -0.16% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | IE00B6T42S66 | |
Fund Size (Mil) 14/05/2024 | GBP 574.74 | |
Share Class Size (Mil) 14/05/2024 | EUR 199.26 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 15/03/2024 | 1.10% |
Morningstar Research |
Analyst Report | 17/01/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Trojan Fund is a strong choice for investors seeking capital preservation and long-term capital growth. Its highly experienced manager and consistent implementation of a straightforward process distinguish the strategy from the competition. It... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Trojan (Ireland) O EUR Acc |
The Fund seeks to achieve growth in capital, ahead of inflation (UK Retail Prices Index), over the longer term (5 to 7 years). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Sebastian Lyon 13/02/2012 | ||
Inception Date 13/02/2012 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
UK Official Bank Rate | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Trojan (Ireland) O EUR Acc | 30/04/2024 |
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