Trojan X Acc

Willis Owen Research Commentary

This fund aims for capital growth and income ahead of inflation over 3-5 years. Fund manager Sebastian Lyon’s philosophy is that preservation of wealth is more important than growth of assets. By sticking to his principles, he has demonstrated low volatility of returns. Lyon achieves this by constructing a well-diversified portfolio of shares, private equity, precious metals and cash. Long-term returns have been strong over his tenure although the fund can lag strongly rising markets due to its defensive characteristics. The fund tends to well during more testing market conditions and would be an option for a cautious investor looking for superior returns to cash, albeit with some risk.

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