Quick Stats

Bid Price - Offer Price -
Mid Price GBX 209.65 Day Change GBX -0.03 (-0.01%)
Price Date 20 Oct 2017 Crown Rating 5
Shares Class Inc. Yield 0.02 %
Total Expense Ratio 1.44 Fund Size 113,174,391.94
Launch Date 29/02/2008 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.15 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.44
ISIN GB00B5TL9R83 Min TopUp (£) 1,000.00

Fund Objective

The investment objective of the Spectrum Fund is to produce long term capital growth. The Fund's policy is to diversify investment predominantly in collective investment schemes, though the fund may be invested in bond, equities, cash and other eligible instruments from time to time. The Spectrum Fund may invest up to 100% of its assets in collective investment schemes.

Fund Managers

Tom Yeowart
Tom joined Troy Asset Management in 2014, to manage the Spectrum Fund. Before moving to Troy, he spent 3 years at Rothschild where he specialised in fund research. Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). Tom began his career at Brewin Dolphin, after graduating from Oxford University in 2005.