Brooke's limiting downside delivers consistent returns for Trojan Income portfolio

RADAR ALERT

Troy's Brooke achieves outperformance driven by income and growth approach

Troy Asset Management’s Trojan Income fund has delivered consistently high returns since its September 2004 launch, driven by manager Francis Brooke’s strong commitment to low volatility combined with income and growth. According to Morningstar, the £162m vehicle is ranked seventh out of 77 funds in the UK Equity Income sector over five years to 2 August, up 31.9% compared to a sector average of 14.4%. Over three years, Trojan Income is ranked sixth, up 5.7% compared to a sector average decline of 11.3%. Over one year the fund is up 17%. The fund was moved from the UK Equity Income...