Trojan Ethical Fund

Select share classes

Trojan Ethical Fund X Income

Category GBP Flexible Allocation
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.3178

arrow-down£0.00 (-0.01%)

Fund Code

TJTXI

BKTW4S2

GB00BKTW4S20

Prices updated as at 28 Feb 2025
|
Prices in GBP
Investment objective
The investment objective of the fund is to seek to achieve growth in capital (net of fees), ahead inflation (UK Retail Price Index), over the longer term (5 to 7 years). The Sub-fund has flexibility to invest globally in the following asset classes: government and public securities (such as sovereign debt and treasury bills), corporate bonds, equities and equity-related securities (being instruments whose return is determined by the performance of a single underlying equity or a basket of equities), private equity, precious metals, money-market instruments, cash, cash equivalents and deposits.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearAbove AverageLow
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OverallAbove AverageLow
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  • 1
  • 2
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  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios1 year3 years5 years
2.99-0.122.56
0.430.380.43
0.10-0.110.19
34.5442.3944.31
1.440.070.77
3.504.404.96
3.915.585.79


Important Information

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