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PRESS RELEASE
Troy Asset Management Launches Trojan Fund Europe
Date:
10. December 2025
London/Luxembourg/Frankfurt
- A New UCITS Solution Tailored for Continental Investors
Troy Asset Management, the London-based independent investment firm, extends its proven long-term, capital preservation strategy to European investors through the launch of Trojan Fund Europe. The launch is undertaken in collaboration with Alumia, a MiFID-regulated investment advisory firm based in Luxembourg, and Universal Investment, Europe’s leading fund services platform and Super ManCo, with Universal Investment Ireland appointed as the fund’s management company.
Established under the Trojan Funds (Ireland) plc umbrella, this new UCITS fund offers a euro base currency and a structure designed for seamless integration into continental portfolios. The fund applies Troy’s hallmark approach, providing diversified exposure to high-quality equities, bonds, and defensive assets, supported by dynamic risk management and ESG integration under SFDR Article 8.
Established under the Trojan Funds (Ireland) plc umbrella, this new UCITS fund offers a euro base currency and a structure designed for seamless integration into continental portfolios. The fund applies Troy’s hallmark approach, providing diversified exposure to high-quality equities, bonds, and defensive assets, supported by dynamic risk management and ESG integration under SFDR Article 8.
Key Features of Trojan Fund Europe
• Euro base currency to align with European investors.• Liquidity sleeve predominately invested in European sovereign debt.
• Dynamic hedging of USD and GBP exposures back to EUR.
Trojan Fund Europe, launched with EUR 10 million at the end of October, has already grown to EUR 17 million at the time of this announcement, with strong interest expected from wealth managers and Independent Financial Advisors.
Troy’s existing Multi-Asset Strategy, with EUR 10 billion AUM, and has demonstrated a track record of delivering strong risk-adjusted returns through a diversified portfolio of developed-market equities, bonds, gold derivatives, cash, and short-dated government bonds.
Alumia’s established presence across Luxembourg, Belgium, France, Switzerland, and the Netherlands positions it as a key distributor of Troy’s strategies in continental Europe, meeting growing demand for high-quality, conservative investment solutions.
Troy’s existing Multi-Asset Strategy, with EUR 10 billion AUM, and has demonstrated a track record of delivering strong risk-adjusted returns through a diversified portfolio of developed-market equities, bonds, gold derivatives, cash, and short-dated government bonds.
Alumia’s established presence across Luxembourg, Belgium, France, Switzerland, and the Netherlands positions it as a key distributor of Troy’s strategies in continental Europe, meeting growing demand for high-quality, conservative investment solutions.
Disclaimer
This publication is a marketing communication and not a recommendation to buy or sell units or shares of investment funds. Investment decisions should only be made on the basis of the sales documents (key information document, prospectus (including fund specific supplement) and published, annual and semi-annual reports), which also contain an overview of the relevant material contractual terms and are available free of charge from Universal Investment at www.universal-investment.com. Historical performance is no guarantee of similar performance in the future. This cannot be predicted. A summary of your investor rights can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Ireland/Investor rights_UII_EN_08_22.pdf
In addition, we would like to point out that Universal Investment Ireland may, in the case of funds for which it has made arrangements as management company for the distribution of shares/units with respect to such funds in EU member states, decide to cancel these arrangements in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU, i.e. in particular by making a blanket offer to repurchase or redeem all corresponding shares/units held by investors in the relevant member state.
In addition, we would like to point out that Universal Investment Ireland may, in the case of funds for which it has made arrangements as management company for the distribution of shares/units with respect to such funds in EU member states, decide to cancel these arrangements in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU, i.e. in particular by making a blanket offer to repurchase or redeem all corresponding shares/units held by investors in the relevant member state.
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