Troy Trojan Income Inclusive - Class I - 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.
We like fund managers with a clear approach they stick to through thick and thin. Francis Brooke fits the bill in this respect. He invests in a small selection of more stable businesses proven to endure.
Like any companies these businesses come in and out of favour. But their resilience in tougher times, plus strong growth when the outlook is better, can result in excellent long-term returns.
We think Brooke's more cautious investment style adds something different to an equity income portfolio.
Brooke's a shareholder in Troy Asset Management. We think that's a good thing as his interests are tied to investors' interests. The fund's part of the Wealth 50 list of our favourite funds.