Troy Asset Management manages assets in various strategies, including multi-asset, UK equity income, global equity, international equity, and global equity income. Troy focuses on absolute returns, aiming to protect and grow the real value of investors’ capital over the long term. Troy conducts thorough research and manages concentrated, low-turnover portfolios. Troy primarily manages assets in pooled vehicles but also offers separately managed accounts for larger institutional clients and a U.S. private fund.
Assets Under Management$15B
Clients24
AdvisorsN/A
Avg. per Client$620M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.70% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
These fees apply to the U.S. private fund. Management fees for separately managed accounts typically range from 0.60%-0.70%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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