Troy Trojan (Class X) Class X - Accumulation
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
The idea behind this fund is simple. Grow investors' money over the long term and limit the volatility that comes with only investing in shares.
Sebastian Lyon has managed the fund since launch in 2001 and, as a part-owner of Troy Asset Management, he's incentivised to perform. He invests in quality companies when their share prices are at attractive levels. Then he rotates into bonds, gold and cash when he thinks stock markets have less potential to grow.
We think it could be a good addition to a more defensive investment portfolio. Or it could bring some stability to a broader portfolio.