Trium Alternative Growth Fund

Investment Objective

The Trium Alternative Growth Fund uses Uncorrelated Strategies sourced from across the asset class spectrum to provide capital growth, independent of equity market cycles and macroeconomic environments. 

Alternative premia are sources of return embedded within traditional asset classes and which are already present in most multi-asset portfolios. By stripping out the asset class beta, the alternative premia can be isolated, and invested in separately. The strategy then selects only those risk/returns that are structural in nature and discards those that have shown a propensity to correlate in risk-off markets.

The Fund aims to achieve a 5-7% annualised return with a relatively low volatility of 3-5%. 

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 1.0 0.4 0.5 0.6 0.1 0.9 0.6 0.2 0.9 0.3 0.4 0.0
2022 0.8 0.7 0.5 0.1 0.5 0.8 0.9 0.9 0.6 0.0 0.8 0.2 0.9

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.