WHY INVEST?
Central to the Trust’s ethos is the protection of investors’ capital. Our approach is conservative, with attention paid first and foremost, to the downside risk of any investment.
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Sebastian is Troy’s Chief Investment Officer and is responsible for Troy’s Multi-Asset Strategy. He is the Senior Fund Manager for the Trojan Fund and Investment Manager to Personal Assets Trust. Sebastian is supported by Troy’s wider investment team.
Sebastian began his career in 1989 at Singer & Friedlander Investment Management. Joining Stanhope Investment Management (the management company for the GEC Pension Fund) in 1995, he jointly managed the £2 billion equity portfolio and the Fund’s asset allocation. He was appointed Director in 1999, and in 2000 he left to establish Troy. Gaining his BSc in Politics from Southampton University, Sebastian holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Charlotte is the Assistant Fund Manager of Personal Assets Trust and the Trojan Fund and Fund Manager of the Trojan Ethical Fund.
Charlotte joined Troy in 2013 from Ruffer Investment Management, where she worked as an Investment Associate. Graduating from Cambridge with an MA in Modern Languages, Charlotte holds the CISI Diploma and is a CFA Charterholder.
Personal Assets Trust Annual General Meeting 2024
The Personal Assets Trust AGM took place on Friday, 19th July at The Kimpton Charlotte Square Hotel in Edinburgh.
Please click here to watch a recording of the Chairman and Investment Manager’s presentations.