Trium Alternative Growth

A UCITS Fund which uses strategies, uncorrelated to equity markets, sourced from across the asset class spectrum to provide capital growth, independent of equity market cycles and macroeconomic environments.

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SUMMARY

Overview

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.

Investment Objective

The Fund’s investment objective is to generate capital growth whilst exhibiting low correlation to equity markets over a rolling three year period.

Key Facts

Investment Manager:

Trium Capital LLP

Fund Name:

Trium Alternative Growth Fund

SFDR:

Article 6

Inception Date:

16 September 2021

Structure:

UCITS (Ireland)

Base Currency:

GBP

Currency Share Classes:

GBP (Hedged EUR and USD)

Dealing Frequency:

Daily, 11am Irish Time

Valuation Point:

5pm (US Eastern Time)

Performance

Fund Data

Management Fee

0.6 %

Performance Fee

0 %

ISIN

IE00BP2C4N93

SEDOL

BP2C4N9

Min. Investment

1,000,000

126.00126.00120.00120.00114.00114.00108.00108.00102.00102.0096.0096.00Jan 2022Jan 2022Jul 2022Jul 2022Jan 2023Jan 2023Jul 2023Jul 2023Jan 2024Jan 2024Jul 2024Jul 2024Jan 2025Jan 2025

Portfolio Breakdown

Asset classes

Sub classes

Holdings

Team

Deepak Baghla

Deepak Baghla

Co-Portfolio Manager

Toby Hayes

Toby Hayes

Portfolio Manager

LITERATURE

HOW TO INVEST

Please see below a list of platforms where this Fund is available. You are of course welcome to contact us directly via the button below to discuss your investment options

Abrdn

Advance by Embark

Aegon Institutional

Aegon UK

Aviva

Scottish Widows (Formerly Embark)

Fidelity

Fundment

Benchmark Capital (Formerly Fusion Wealth)

Hubwise

James Hay

M&G Wealth (Formerly Ascentric)

MorningStar Wealth

Multrees

Novia

Novia Global

Quilter

Raymond James

Seccl

Transact

True Potential

Winterflood

REGIONS

Global availability

France

Germany

Guernsey

Ireland

Italy

Jersey

Switzerland

United Kingdom

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