Trojan (Ireland) I EUR Inc |
Performance History | 30/04/2025 |
Growth of 1,000 (EUR) |
![]() | Fund | 10.3 | -6.0 | 0.3 | 4.3 | 1.3 |
![]() | +/-Cat | 0.6 | 6.1 | -8.0 | -4.7 | 4.0 |
![]() | +/-Idx | -1.2 | 6.3 | -10.7 | -6.9 | 3.6 |
Category: EUR Flexible Allocation - Global | ||||||
Benchmarks: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 09/05/2025 | EUR 1.21 | |
Day Change | -0.12% | |
Morningstar Category™ | EUR Flexible Allocation - Global | |
ISIN | IE00BYV18P05 | |
Fund Size (Mil) 09/05/2025 | GBP 562.27 | |
Share Class Size (Mil) 09/05/2025 | EUR 1.52 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 02/01/2025 | 1.61% |
Morningstar Research |
Analyst Report | 21/01/2025 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) I EUR Inc |
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 31/08/2016 |
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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) I EUR Inc | 30/04/2025 |
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