Trojan Income X Inc

Willis Owen Research Commentary

This Focus 50 fund is managed by Francis Brooke in line with the conservative investment philosophy of Troy Asset Management. The investment process is designed to preserve investor’s capital by careful management of risk. Brooke uses strict criteria to identify high quality companies that can produce steady, long-term income and capital growth. Holdings are selected from the FTSE 350 with a bias to companies at the larger end of this universe. The screening process results in overweight positions in defensive sectors such as healthcare and low exposure to cyclicals. Valuations drive the entry and exit points for shares although turnover is low. This proven strategy has delivered impressive returns and a healthy yield.

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