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Spectrum O Acc

Ranked 9 out of 112 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

To produce long term capital growth. The Subfunds 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.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 30/06/2015 - 30/06/2016
  • Rank 9/112 Total Return
  • Rank 74/112 Standard Deviation
  • Rank 27/112 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 3.5% 4.8%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/02/2008
  • Share Class size96Mn
  • Base currencyGBP
  • ISIN GB00B2990B27

Purchase Info

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

Charges

  • Annual management0.65%
  • 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 the currency and currencies indicated).