Fund Performance
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Manager factsheet
Manager profile
Francis is the Investment Director and co-manager of the Trojan Income Fund and Troy Income & Growth Trust. He has 33 years’ investment experience. He joined Troy in June 2004 and launched the Trojan Income Fund later that year. He was appointed manager of Troy Income & Growth Trust in July 2009. Francis began his career in 1986 at Kleinwort Benson Securities and then joined Foreign & Colonial Management Ltd in 1989, where he was appointed Director in 1995. From 1997 to 2004 he worked for Merrill Lynch Investment Managers as a Director, managing over £1.5 billion of UK Equities. Francis gained his MA in Politics from Edinburgh University and holds the ASIP qualification. He is an Associate Member of the CFA Society of the UK.
Francis Brooke is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
Annualised total return over 15.8 years
+8.1%
1 year
3 years
5 years
7 years
10 years
Francis Brooke
-5.6
0.2
22.5
51.9
128.8
Peer Group Composite
-13.7
-11.1
3.2
25.2
84.3
Over / Under
8.1
11.3
19.3
26.7
44.5
Total return for Francis Brooke
Discrete calendar year performance : Francis Brooke
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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