Trojan
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.
Performance
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Rank 33/39 Total Return
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Rank 33/39 Standard Deviation
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Rank 36/39 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 31 | FP Octopus Dynamic Mixed Asset B Acc | 13.2% |
|
| 32 | Marlborough Defensive A Acc | 9.9% |
|
| 33 | Trojan O Inc | 9.4% |
|
| 34 | CF Miton Total Return A Acc | 9.0% |
|
| 35 | Investec Target Return S Acc Gross | 5.7% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 31 | Elite CAM Balanced Discretionary Portfolio A Acc | 1.7 |
|
| 31 | Baring Targeted Return GBP Inc | 1.7 |
|
| 33 | Trojan O Inc | 1.7 |
|
| 34 |
UBS Targeted Return B Acc
Currency exposure is hedged Currency exposure is hedged |
1.8 |
|
| 34 | Primrose Inc | 1.8 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 34 | Putnam Total Return S GBP | -7.0% |
|
| 35 | Devonshire Distribution Real Return A GBP Inc | -7.1% |
|
| 36 | Trojan O Inc | -9.2% |
|
| 37 | Devonshire Conservative Real Return A GBP Inc | -11.4% |
|
| 38 | CF Richmond Multi Asset A Acc | -12.4% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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
Top 10 Holdings
| Stock | Size |
|---|---|
| GBP Cash | 9.24 |
| GOLD BULLION SECURITIES ETC | 8.10 |
| US Treasury 0.125% 15-Jan-2022 | 6.44 |
| United Kingdom 1.875% 22-Nov-2022 | 5.83 |
| United Kingdom 2.500% 16-Apr-2020 | 5.18 |
| United Kingdom 0.125% 22-Mar-2024 | 5.10 |
| British American Tobacco PLC ORD | 4.52 |
| United Kingdom 0.000% 24-Nov-2014 | 4.39 |
| Microsoft Corp ORD | 3.74 |
| Imperial Oil Ltd ORD | 3.54 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date30/05/2001
- Share Class size2,456Mn
- Base currencyGBP
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ISIN GB0034243732
Purchase Info
- Min. initial investment100,000
- Min. additional investment10,000
Charges
- Annual management1.0%
- Initial investment0