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Personal Assets Trust - New Rating

By STEPHEN MARRIOTT 16/07/2009

Personal Assets Trust - New Rating by Stephen Marriott

Managed by Sebastian Lyon, one of the original founders of Troy Asset Management, the trust invests primarily in equities, bonds, gold and cash. It follows an absolute return style aiming for volatility (risk) no higher than the FTSE All Share index. However, negative returns are still possible in falling markets.

The trust has been awarded three stars and is appropriate for those investors looking for a core approach to asset allocation decisions.

Note the directors pursue an active buy back policy of shares and therefore the trust rarely trades at a discount to its net asset value.

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Index Points +/-
FTSE 100 5295.56 0.53%
FTSE 250 10433.00 0.01%
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FTSE Euro 100 2009.22 0.18%
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Source: Financial Express

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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