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Trojan

Ranked 5 out of 58 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Sebastian Lyon

Born in London and educated at Charterhouse, Sebastian Lyon graduated from the University of Southampton in 1989 gaining an honours degree in Politics and International Relations. Sebastian started out in fund management in the same year, taking up a graduate trainee role at Singer & Friedlander, before promotion to the post of assistant pension fund manager during his three year spell with the company. During this period, Sebastian continued his studies picking up both a City Financial Diploma and becoming a TSA Registered Rep. The remainder of the 1990s saw Sebastian holding posts with MGAM & Stanhope Investment Management during which time he also became an Associate of the IIMR. Sebastian left Stanhope in 2000 to set up Troy Asset Management where he is currently CEO and Investment Director as well as being lead manager for the Trojan fund. He describes the investment approach for this fund as cautious, targeting absolute returns with a bias towards value investments. Sebastian’s recreational activities centre on outdoor sport with golf and tennis featuring in his interests outside of work.

Objective

The investment objective of the Trojan Fund is to achieve growth in capital and income in real terms over the longer term. The policy is to invest substantially in UK and overseas equities and fixed interest securities but may also invest in collective investment schemes and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 31/10/2015 - 31/10/2016
  • Rank 5/58 Total Return
  • Rank 32/58 Standard Deviation
  • Rank 4/58 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 5.0% 4.6% 2.7%
2015 3.2% 1.7% -2.2% -0.2% 4.0%
2014 9.0% 2.5% 2.3% 0.3% 3.6%
2013 -3.1% 5.9% -6.7% -0.6% -1.3%
2012 2.2% 0.9% 0.8% 3.4% -2.8%
2011 8.7% -0.2% 3.5% 2.1% 3.0%
2010 14.6% 4.8% -0.5% 5.6% 4.0%
2009 11.9% -6.7% 0.4% 14.1% 4.7%
2008 1.4% -6.5% -0.8% -0.7% 10.0%
2007 6.4% 2.1% 1.8% 0.0% 2.4%
2006 12.3% 2.5% -0.6% 4.9% 5.1%
2005 16.3% 2.5% 4.1% 4.9% 3.9%
2004 10.8% 0.8% 0.0% 2.6% 7.1%
2003 15.8% -1.7% 10.9% 1.0% 5.1%
2002 4.3% 3.2% -1.6% 0.3% 2.4%
2001 -0.3% 0.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
GBP Cash 12.00
ETFS Gold Bullion Securities 8.22
US Treasury 0.125% 15-Jan-2022 6.02
United Kingdom 0.000% 24-Oct-2016 5.63
United Kingdom 0.000% 22-Aug-2016 4.69
United Kingdom 1.875% 22-Nov-2022 4.55
British American Tobacco PLC ORD 4.41
United Kingdom 0.125% 22-Mar-2024 4.17
United Kingdom 2.500% 16-Apr-2020 3.88
Philip Morris International Inc ORD 3.53
31/07/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/05/2001
  • Share Class size3,387Mn
  • Base currencyGBP
  • ISIN GB0034243732

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.00%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).