Trojan

Select share classes

Trojan 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

133.87p

arrow-up0.21p (+0.16%)

Fund Code

TJXNI

BZ6CQ06

GB00BZ6CQ069

Prices updated as at 10 Dec 2024
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Prices in GBX

Investment objective
The fund seeks to achieve growth in capital (net of fees), ahead of inflation (UK Retail Prices 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, cash, cash equivalents (including money-market instruments) and deposits.

Annual performance (%)

YearThis fundGBP Flexible Allocation
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16--
30 Sep 16 - 30 Sep 17--
30 Sep 17 - 30 Sep 18--
30 Sep 18 - 30 Sep 198.321.90
30 Sep 19 - 30 Sep 207.52-0.54
30 Sep 20 - 30 Sep 219.3013.66
30 Sep 21 - 30 Sep 22-0.83-11.44
30 Sep 22 - 30 Sep 230.442.40
30 Sep 23 - 30 Sep 247.8812.53

Trailing returns (%)

YearThis fundGBP Flexible Allocation
1 Day0.16-0.22
1 Month1.111.25
3 Months1.812.97
6 Months3.194.19
1 Year8.0011.11
3 Years annualised1.851.08
5 Years annualised5.323.54
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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