Investment Objective
The Trium ESG Emissions Improvers Fund has twin aims - to make a positive impact on the environment by helping to combat global warming, while, at the same time, seeking to generate absolute returns, with a low correlation to traditional asset classes and other ESG products.
The Portfolio Manager identifies companies that have the potential to significantly reduce their environmental footprint relative to their peers and the broader market. He sets out to constructively engage with these companies to encourage them to reduce their emissions. Market and other factor risks are mitigated with offsetting short positions, which will include alpha short positions.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.6 | 0.5 | 0.3 | 0.3 | 0.9 | 0.2 | 0.1 | 0.8 | 0.6 | 0.9 | 0.2 | 0.7 | |
| 2023 | 0.7 | 0.8 | 0.6 | 0.8 | 0.0 | 0.7 | 0.3 | 0.6 | 0.1 | 0.9 | 0.7 | 0.1 | 0.2 |
