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Troy recruits Mark Wharrier to expand UK Equity Income team

05 July 2017

Troy Asset Management Limited (“Troy”) announces that the highly-regarded UK equity income fund manager Mark Wharrier is to join Troy in October 2017 as an assistant manager of the Trojan Income Fund. He will be working alongside Francis Brooke and Hugo Ure, manager and assistant manager of the £3.5bn* Trojan Income Fund and co-managers of the £229m* Troy Income & Growth Trust.

Mark Wharrier joins from BlackRock where, since 2013, he has led the UK Equity Income team as a senior portfolio manager, with additional responsibility for company research. Prior to this he worked at NewSmith Asset Management and before that he was at Merrill Lynch Investment Managers, (which he joined in 1994 when it was Mercury Asset Management).

Commenting on the appointment, Troy Investment Director Francis Brooke said:
“The Troy UK equity income franchise has grown significantly in recent years and incorporates not only the Trojan Income Fund and the Troy Income & Growth Trust, but a number of other important mandates. The addition of a third experienced fund manager will strengthen our team and both Hugo and I are delighted that Mark is joining us.”

“I have known Mark for many years and his investment approach and style is highly complementary to our own. He brings significant investment experience and has an excellent track record in managing UK equity income portfolios.”

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For further press information, please contact:

Fiona Harris/Jo Stonier, Quill PR

020 7466 5050

About Troy Asset Management
*Data correct as at 30 June 2017. Troy Asset Management Limited (“Troy”), established in 2000, is an independent fund management company specialising in generating consistent returns for investors. Troy aims to preserve and build investors’ wealth by constructing conservative portfolios for the long term. Troy manages UK and Irish UCITS, including Trojan Fund, Trojan Income Fund, Trojan Global Equity Fund, Trojan Global Income Fund and Spectrum Fund. Investors include financial advisers, wealth managers, charities, and endowments. Troy is also investment adviser to Personal Assets Trust and manager of Troy Income & Growth Trust and investment manager of the Electric & General Investment Fund.
Issued by Troy Asset Management Limited, 33 Davies Street, London W1K 4BP (registered in England & Wales No. 3930846). Registered office: Hill House, 1 Little New Street, London EC4A 3TR. Authorised and regulated by the Financial Conduct Authority (FRN: 195764).