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Spectrum O Acc

Ranked 75 out of 135 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

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 fund aims to provide capital growth over the long term. The fund invests predominantly in collective schemes which provide exposure to global company shares and debt securities. Global company shares, debt securities, assets which provide indirect exposure to gold and cash may also be held. The fund has the discretion to invest in a range of investments as described above with no need to adhere to a particular benchmark. The fund has no specific target market, asset class or geographic sector. This fund may not be appropriate for investors who plan to withdraw their money within 5 years.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 1.9%
2016 19.7% 3.5% 4.8% 8.6% 1.7%
2015 5.3% 6.4% -2.2% -5.1% 6.6%
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

30/04/2017

Top 10 Holdings

Stock Size
Egerton Capital Equity Fund PLC A Rep GBP 7.76
Morant Wright Sakura GBP-Hedged 6.48
Findlay Park American USD 5.99
Heptagon Yacktman US Equity I Acc 5.92
Evenlode Income C Inc 5.90
Polar Capital Global Insurance F GBP Acc 5.69
CGAM Real Return 5.28
Odey Allegra Developed Markets STI 5.15
Lindsell Train Global Equity B 4.89
Stewart Investors Asia Pacific Leaders B GBP Acc 4.82
31/03/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/02/2008
  • Share Class size114Mn
  • Base currencyGBP
  • ISIN GB00B2990B27

Purchase Info

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

Charges

  • Annual management0.65%
  • 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).