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Troy Spectrum O

Ranked 20 out of 104 in - Flexible GBP over 12 months
All calculations are in GBP

Managed by

Tom Yeowart

Tom Yeowart joined Troy Asset Management in 2014, to manage the Spectrum Fund. Before moving to Troy, he spent three years at Rothschild where he specialised in fund research. Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). Tom began his career at Brewin Dolphin, after graduating from Oxford University in 2005.

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 : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 6.4%
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

31/03/2015

Top 10 Holdings

Stock Size
Findlay Park American USD 7.54
Morant Wright Sakura GBP-Hedged 7.47
Heptagon Yacktman US Equity I Acc 6.64
Lindsell Train Global Equity B 6.54
ACCUM.SHS CLASS -A- REP GBP 6.16
Evenlode Income B Inc 5.89
Odey Allegra Developed Markets STI 5.44
CGAM Real Return 5.34
GBP Cash 5.34
First State Asia Pacific Leaders GBP B Acc 5.26
31/01/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/02/2008
  • Share Class size91Mn
  • 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).