The Trust aims to
Steadily grow your investment over time
Target a growing income – current yield 3.5%*
Seeks to defend value in an uncertain world
*The dividend policy set out in the Annual Accounts does not target a yield, this reflects the current yield as sourced from The AIC. This is not guaranteed.
Why invest?
Our focus is on the ability of the portfolio to generate strong risk-adjusted absolute returns over the long term and sufficient free cash flow to underpin an attractive level of income that grows in real terms.
Find out moreLatest insights
All insightsMeet the managers
James is the Co-Manager of the Trojan Global Income Fund, Trojan Ethical Global Income Fund and STS Global Income & Growth Trust plc. He has 28 years’ investment experience, and has managed global equity portfolios since 2002.
Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Tomasz is the Co-Manager of the Trojan Global Income Fund, the Trojan Ethical Global Income Fund and the STS Global Income & Growth Trust. He is also the Lead Manager of Troy’s International Equity Strategy (currently available in the U.S.).
Tomasz joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.
Annual Report
Find our latest Annual Report to year ending 31 March 2025.
The Company delivered a total return of 10.9% over the year, comfortably ahead of the Lipper Global – Equity Global Income Index, which returned 4.5%. This strong relative performance reflects the impact of the portfolio’s positioning as market drivers began to broaden beyond the narrow group of large US technology stocks that led returns
in prior years.
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Trust Information
Latest trust literature and information on performance, dividends & discount control.
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