Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Troy Spectrum O

Ranked 14 out of 93 in - Flexible GBP over 12 months
All calculations are in GBP

Managed by

Tom Yeowart

Objective

The investment objective of the Spectrum Fund is to produce long term capital growth. The Subfund’s policy is diversified investment predominantly in collective investment schemes, though the fund may be invested in bonds, equities, cash and other eligible instruments from time to time. The Spectrum Fund may invest up to 100% of its assets in collective investment schemes.

Performance

Flexible GBP over : 31/12/2013 - 31/12/2014
  • Rank 14/93 Total Return
  • Rank 19/93 Standard Deviation
  • Rank 28/93 Max Drawdown
Fund Name Risk
18 CF Cautela A Acc

1.5

19 CF Bentley Sterling Balanced Acc

1.6

19 Troy Spectrum O Acc

1.6

21 F&C MM Navigator Select A Acc

Currency exposure is hedged

Currency exposure is hedged

1.6

Total Return

Quarterly Performance

to 31/12/2014 Annual Q1 Q2 Q3 Q4
2014 7.5% -0.3% 3.2% 1.2% 3.2%
2013 3.6% 8.2% -6.9% 2.3% 0.5%
2012 6.4% 3.7% -1.3% 3.0% 1.0%
2011 -3.5% -2.6% 0.9% -2.3% 0.5%
2010 17.8% 6.2% -0.2% 2.9% 8.1%
2009 19.5% -4.0% 2.9% 17.6% 2.8%
2008 -0.9% -4.1% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2014

Top 10 Holdings

Stock Size
Morant Wright Sakura GBP-Hedged 7.10
Findlay Park American USD 6.94
First State Asia Pacific Leaders GBP B Acc 6.71
CF Ruffer European I Inst Acc 6.34
BlackRock Gold & General D Inc 6.13
Lindsell Train Global Equity B 6.04
Heptagon Yacktman US Equity I Acc 6.04
CGAM Real Return 5.38
British Empire Securities and General Trust PLC 5.05
GBP Cash 4.87
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/02/2008
  • Share Class size86Mn
  • Base currencyGBP
  • ISIN GB00B2990B27

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management0.6%
  • Initial investment0

Related News

Troy hires Rothschild man to manage Spectrum fund

Troy Asset Management has hired Tom Yeowart to manage its £85 million Spectrum fund.

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