Francis Brooke

AAA
16 Years of experience

Professional background

Director, Merril Lynch Investment Managers. Director, Foreign & Colonial Management.

Educational background

MA in Politics, Edinburgh University.

Performance

7.77%

Manager Annualised Return Since Inception

7.17%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

7.77%
7.17%
0.6%

10Y

7.43%
6.37%
1.06%

5Y

2.87%
6.48%
-3.61%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Trojan Income Fund
Value investing using fundamental analysis
Benchmark
FTSE All-Share TR
Class
Class O Acc
ISIN
GB00B01BP176
AUM
£ 2,738,000,000
Ongoing Charges
1.01%