Similar to the conservative style of Lyon's Trojan fund which has delivered a total return of 30.8% (average 5.5% p.a.) over the past 5 years - well ahead of the FTSE All Share 1.9% (average 0.4% p.a.) - this multi-asset fund is defensively positioned with an emphasis on preserving capital and low volatility which is just what I require in the current climate.
|5 Yr Performance Troy Trojan v FTSE All Share Index|
I have compared the holdings with Personal Assets: