Overview
Trust websiteA trust that seeks to achieve growing levels of income from across the world, alongside the potential for capital growth.
What does the Trust do?
The Trust aims to provide investors with a high and regular stream of income that we aim to grow. The investment managers create a concentrated portfolio of high-quality, global companies, purchased at attractive valuations and held for the long term.
Why this Trust?
Aimed at investors who seek an equity-focused income stream, with below-average volatility and an emphasis on absolute returns.
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The team
James is the Senior Fund Manager responsible for the Trojan Global Income Strategy. He has 28 years’ investment experience, and has managed global equity portfolios since 2002. James is manager of the Trojan Global Income Fund, co-manager of the Trojan Ethical Global Income Fund and was awarded management of STS Global Income & Growth Trust plc in November 2020.
Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Tomasz is the co-manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager of the Trojan Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy’s portfolios.
He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.
Objective
The Trust aims to achieve rising income and long-term capital growth. Investments are in a balanced portfolio of global equities.
Management style
- An actively managed global equity income strategy with a focus on generating low-volatility returns.
- The portfolio is constructed without reference to benchmarks and with careful consideration of the absolute risk posed by each investment.
- The Trust invests primarily in global equities but may also invest in investment companies, real estate investment trusts, collective investment schemes and warrants.
- Derivatives may be used for the purposes of efficient portfolio management which includes the hedging of currency risk.
- The Trust operates a strict discount control policy which seeks to ensure that the shares trade at, or close to, net asset value at all times.
- The Trust currently uses leverage however this is limited to 20% of the Trust’s net asset value.
How to invest
Find more information on how to invest in this investment trust and where it is available.
How to investGet in touch
Phone
+44 (0)20 7499 4030