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TROJAN GLOBAL EQUITY I

Bestinvest LogoAims for capital growth, principally from UK and overseas equities.

PRICE (INC)

431.83p

PRICE (ACC)

478.6p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

1.35%

ONGOING CHARGE

1.41%

YIELD

0%

1 YEAR
8.97%
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Prices as at 05 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

To seek to achieve capital growth over the long term (at least 5 years). To invest globally and at least 80% of its assets in equities and equity-related securities (being instruments whose return is determined by the performance of a single underlying equity or a basket of equities). It may also invest in government and public securities (such as sovereign debt and treasury bills), moneymarket instruments, cash, cash equivalents and deposits.

Fund summary

SectorGlobal
StructureOEIC
LaunchedMarch 2006
Size£454m
Yield0%
Dividends paidMar, Sep

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.35%
Ongoing Charges Figure1.41%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning