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STS Global Income and Growth Trust

Focusing on quality companies in an uncertain world

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Share Price

211.00p
As at 16 Apr 24

Ex Income NAV

212.97p

Cum Income NAV

214.22p

Premium/(Discount) (%)

-1.50%

Yield

2.9%

Why invest?

We aim to meet the needs of investors looking for a growing level of income and steady capital growth over the long term, whilst also wanting to preserve the value of their money.

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Meet the managers

More than 20 years experience of managing global equity income strategies

James Harries

Senior Fund Manager

James Harries

Senior Fund Manager

James is the Senior Fund Manager responsible for the Trojan Global Income Strategy. He has over  20 years’ investment experience, and has managed global equity portfolios since 2002. James is manager of the Trojan Global Income Fund, co-manager of the Trojan Ethical Global Income Fund and was awarded management of STS Global Income & Growth Trust in November 2020.​

Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

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Tomasz Boniek

Fund Manager

Tomasz Boniek

Fund Manager

Tomasz is the co-manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager of the Trojan Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy’s portfolios.

He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.

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Meet the board

STSPLC

Rollover of Troy Income & Growth Trust plc into the Company

On 27 March 2024, the scheme of reconstruction of Troy Income & Growth Trust plc (“TIGT”) became effective. This resulted in the issue of 52,889,037 new ordinary shares in STS Global Income & Growth Trust plc being issued to those TIGT shareholders who were deemed to have elected for the rollover option. The new ordinary shares were admitted to trading on the Main Market of the London Stock Exchange on 28 March 2024.

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Welcome to the STS Global Income & Growth Trust website

This terms of use (together with the documents referred to in it) tells you the terms of use on which you may make use of our website https://www.stsplc.co.uk/ (“our site”).  Use of our site includes accessing and browsing on our site.

Please read these terms of use carefully before you start to use our site, as these will apply to your use of our site.  By accessing and continuing to use our site, you are deemed to have read, understood,  and accepted these terms of use and to have agreed to comply with them.

WHO MAY ACCESS THIS WEBSITE – SUBJECT TO LOCAL RESTRICTIONS

The information on this website is directed at persons in the United Kingdom (“UK”) or professional investors in the Republic of Ireland (“Ireland”) and not otherwise. The Trust has not been registered or approved for distribution under the laws of any jurisdiction other than the UK and Ireland for professional investors only.

If you are accessing this website from a jurisdiction other than the UK or Ireland you are required to inform yourself of and observe any applicable local restrictions. If you choose to access the website and you do so from a country other than the UK or Ireland you do so at your own risk and the Trust will not be liable for any breach of local law or regulation that you commit as a result of doing so.

OTHER IMPORTANT TERMS

These terms are to be read by you together with any other terms, conditions or disclaimers provided in the pages of our site. These terms incorporate the following additional terms, which also apply to your use of our site:

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INFORMATION ABOUT US

https://www.stsplc.co.uk is a site operated by STS Global Income & Growth Trust plc (“STS Global Income & Growth Trust” or “We”).  STS Global Income & Growth Trust is registered in Scotland under company number SC283272 and our registered office is at 28 Walker Street, Edinburgh EH3 7HR. STS Global Income & Growth Trust is an Investment Company within the meaning of Section 833 of the Companies Act 2006.

If you have any questions about these terms of use, please contact us in writing and address this to the Company at c/o Juniper Partners Limited, 28 Walker Street, Edinburgh EH3 7HR.

CHANGES TO THESE TERMS

We may revise or replace these terms of use at any time (without notice to you) by amending this page. Please check these terms each time you use our site to ensure that you understand the terms that apply at that time. By continuing to use and access our site following such changes, you agree to be bound by any variation made by us. It is your responsibility to check these terms from time to time so as to be aware of any such variations. This version was last updated in April 2023.

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LINKING TO OUR SITE

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We reserve the right to withdraw linking permission without notice.

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APPLICABLE LAW

These terms of use, its subject matter and its formation, are governed by Scottish law provided that, if you are a consumer and resident elsewhere, you will retain the benefit of any mandatory protections given to you by the law of that country.

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