Name: Personal Assets Trust Annual General Meeting Update
Start: 2021-07-22T10:45:00Z
End: 2021-07-22T10:45:45.000Z
Location: BrightTALK
Rating: 4.6

Since its foundation in 2000 Troy has specialised in a distinctive method of investing that prioritises the avoidance of permanent capital losses. Troy’s aim is to protect investors’ capital and increase its value year on year.  This is achieved through cautious asset allocation and the careful selection of high quality companies. Troy’s investment offering spans five strategies that all share a common philosophy. 


Join Sebastian Lyon and Charlotte Yonge for Q&A on the Strategy.

Troy Multi-Asset Strategy Webinar

Join Gabrielle Boyle and George Viney for Q&A on the Strategy.

Troy Global Equity Strategy Webinar

Troy UK Income Strategy Webinar

Co-Managers James Harries and Tomasz Boniek answer questions on the Trust. During the session, they discuss the current positioning of the strategy, share their views on the macroeconomic landscape, and highlight where they’re finding investment opportunities in today’s market.

STS Global Income & Growth Trust Webinar

James Harries and Tomasz Boniek answer questions on Troy's Global Income Strategy. During the session, they discuss the current positioning of the strategy, share their views on the macroeconomic landscape, and highlight where they’re finding investment opportunities in today’s market.

Troy Global Income Strategy Webinar

In our latest Investment Report the team reflect on a turbulent quarter marked by rising tariffs, a sharp market sell-off, and shifting currency dynamics. They explain how these developments influenced portfolio decisions — including where they added selectively as valuations became more attractive, and why they reduced exposure to the US dollar.

Investment Report No 85

Join us for a live webinar as we present and discuss our financial results for the year ending 31 March 2025.

STS Global Income and Growth Trust - Annual Results

Co-managers, Gabrielle Boyle and George Viney will be answering your questions on the Troy Global Equity Strategy.


For further information and enquiries, UK investors should contact Troy Asset Management Limited directly at busdev@taml.co.uk.  Professional investors in Spain and Portugal should contact Altamar Capital Partners. Professional investors in France, Belgium, the Netherlands and Luxembourg are advised to contact Alumia. Professional investors in Germany should direct their enquiries to CAPinside, while institutional investors in Germany may contact Universal-Investment-Gesellschaft.

Blake Hutchins and Fergus McCorkell will answering questions from the audience.

Troy UK Equity Income Strategy Webinar

Please join James Harries and Tomasz Boniek for Q&A.

Q&A on the Troy Multi-Asset Strategy with Sebastian Lyon and Charlotte Yonge.

Troy Multi-Asset Webinar

To mark the 3 year anniversary of the the Trojan Ethical Global Income Fund, Co-managers James Harries and Tomasz Boniek, hosted a live webinar.

Trojan Ethical Global Income Fund Webinar

Gabrielle and George discuss the importance of patient investing and how the strategy’s commitment to holding rare, high-quality businesses for the long term has produced strong risk adjusted returns.

Please join James Harries and Tomasz Boniek for a live Webinar, during which they will give an update on the process, performance, current asset allocation and outlook for Troy's Global Income Strategy.

James Harries, Manager of STS Global Income & Growth Trust, updates shareholders on process, performance and asset allocation whilst also sharing his investment outlook during a period of uncertainty in global markets.

Investment Trust Seminar - STS Global Income & Growth Trust

Sebastian Lyon, Manager of Personal Assets Trust, updates shareholders on process, performance and asset allocation whilst also sharing his investment outlook during a period of uncertainty in global markets.

Troy Asset Management Investment Trust Seminar 2024 - Personal Assets Trust

Despite risks posed by elevated interest rates and a highly levered global economy, equity valuations remain inflated. James Harries, Manager of STS Global Income & Growth Trust, and Tomasz Boniek, Fund Manager, discuss their views on these valuations and outline why the trust is cautiously positioned in light of them.

STS Global Income & Growth Trust - valuations in the market

As the path of inflation remains uncertain, James Harries, Manager of STS Global Income & Growth Trust and Tomasz Boniek, Fund Manager, discuss how the trust is well placed for a range of scenarios.

STS Global Income & Growth Trust - What are your views on inflation?

Personal Assets Trust Annual General Meeting Update

Investment Trusts

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Personal Assets Trust Annual General Meeting Update

Presented by

About this talk

Troy Asset Management Limited