Portfolio Fund Detail

Willis Owen Research Commentary

The fund is managed by Francis Brooke in line with the conservative investment philosopy of Troy Asset Management. The company has a long history in wealth management and its investment process is designed to preserve investors 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 but there is 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 stocks although turnover is low. The proven strategy has delivered impressive returns and a healthy yield.

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