Troy Trojan Global Income Class O - Income
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.
James Harries aims to deliver long-term income and capital growth. This fund aims to grow income sustainably over time rather than seeking higher but potentially unreliable yields. The manager sets the bar high when it comes to picking stocks and only those of the highest quality are considered for the portfolio. This approach means the fund could work well alongside 'value' funds investing in unloved companies. It could also add global diversification to an income-focused portfolio.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
14/10/19 to 14/10/20 | 14/10/20 to 14/10/21 | 14/10/21 to 14/10/22 | 14/10/22 to 14/10/23 | 14/10/23 to 14/10/24 | |
---|---|---|---|---|---|
Annual return | 5.87% | 5.85% | 6.88% | 1.20% | 8.76% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.