Two Rated Multi-Asset Funds Compared

Two Rated Multi-Asset Funds Compared

Ollie Smith: We're back with another look at the funds causing our manager research team not a little bit of excitement. Senior manager research analyst Tom Mills joins me to discuss two in particular. Tom, tell me about Troy Trojan first.

Tom Mills: Thanks, Ollie. Good to be here. So the first fund I'm going to talk about is Troy Trojan, which has a Morningstar analyst rating of Gold for the clean share class. The manager and CIO, Sebastian Lyon founded the firm Troy Asset Management in 2000. And he's managed this fund since its inception in 2001. He's a cautious investor who believes preservation of wealth is key. And this strategy is managed with a focus on capital preservation, first and foremost, and then capital growth. So looking to outpace inflation, over the longer term, and that's a philosophy that served fund investors well, resulting in a strong long term track record over the past 20 years or so. And importantly, the fund's held up well, when equities have sold off heavily, recently in the early part of 2020, and also it delivered positive returns, for example, in 2008, during the global financial crisis as well.