Securities Trust of Scotland - Compounding over time
Securities Trust of Scotland (STS) has been managed by James Harries and Tomasz Boniek of Troy Asset Management (Troy AM) since November 2020, when the board passed this mandate to Troy AM. The fund is structured and managed to produce consistent compounded returns with below average market volatility throughout the cycle. Troy AM’s cautious approach has resulted in a steady mid-term performance. Since launch in November 2016, the Trojan Global Income Fund (STS’s strategy, launched and run by James Harries) produced an annualised total return of c 9%, supported by a resilient income stream (2.6% yield). The chart below shows its superior risk-adjusted return since inception relative to peers.Securities Trust of Scotland is an investment trust company. Co. invests in a diversified portfolio of assets particularly in a balanced portfolio constructed from global equities. Co.'s portfolio is invested in listed equities, with majority of its investment portfolio is invested in overseas securities. As of Mar 31 2017, Co.'s total investment portfolio was valued at £219.8 million.
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