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 |