Factsheet: Troy Trojan Global Eq O Acc

Name
Troy Trojan Global Eq O Acc
Manager
Troy Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00B0ZJ5S47
Sector
Global
Launched
02/03/2006
OCF
0.97 %
Risk Rating
2
3 Year Sharpe
1.02
3 Year Alpha
-1.18
Yield
0.7 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to provide capital growth over the longer term. The fund’s policy is to invest substantially in UK and overseas equities but may also invest in collective investment schemes and money market instruments.
Holding %
Alphabet Inc A 5.72 %
Microsoft Corp 5.52 %
American Express Co 5.43 %
PayPal Holdings Inc 5.40 %
eBay Inc 5.09 %
Novartis AG 4.50 %
Wells Fargo & Co 4.40 %
Medtronic PLC 4.12 %
Becton, Dickinson and Co 4.00 %
Fiserv Inc 3.44 %
Region %
United States 65.98 %
United Kingdom 13.82 %
Europe - ex Euro 10.61 %
Eurozone 5.98 %
Sector %
Consumer Defensive 28.39 %
Financial Services 19.74 %
Healthcare 18.73 %
Technology 16.22 %
Industrials 8.37 %
Consumer Cyclical 6.44 %
Name
Troy Asset Management Limited
Address
EC4A 3TR, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Gabrielle Boyle
Joined 11/01/2011

Senior Managing Director and Portfolio Manager at Lazard. Boyle is a managing director and portfolio manager with Lazard Asset Management, her employer since 1993. She is a Senior Managing Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s Global, International and European Equity Select portfolio teams. Prior to joining the Investment Manager in 1993, she worked with Royal Insurance Asset Management. Ms. Boyle has been working in the investment field since 1990 and is a member of the UK Society of Investment Professionals.

Data provided by Morningstar.

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