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

AUM:

£90.1M (as at 30.09.2024)

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

IE00BP2C4L79

SEDOL

BP2C4L7

Min. Investment

1,000,000

Management Fee

0.6 %

Performance Fee

0%

ISIN

IE00BP2C4M86

SEDOL

BP2C4N9

Min. Investment

1,000,000

Management Fee

0.6 %

Performance Fee

0%

ISIN

IE00BP2C4N93

SEDOL

BP2C4M8

Min. Investment

1,000,000

Management Fee

0.35 %

Performance Fee

15 %

ISIN

IE00BP2C4R32

SEDOL

BP2C4R3

Min. Investment

1,000,000

Management Fee

0.8 %

Performance Fee

1 %

ISIN

IE00BP2C4V77

SEDOL

BP2C4V7

Min. Investment

1,000

Portfolio Breakdown

Asset classes

Sub classes

Holdings

Team

Deepak Baghla

Deepak Baghla

Co-Portfolio Manager

Deepak Baghla

Deepak Baghla

Co-Portfolio Manager
Deepak has over 15 years of systematic research and trading experience, re-joining Trium in 2022. He previously managed macro-systematic books as a portfolio manager in Morgan Stanley, EDF Trading, Millennium Partners, and Symmetry Investments (a spinoff from Millennium partners). Over the years, he has developed deep expertise in understanding inefficiencies and risk in FX, Commodities and Rates markets. At Morgan Stanley, Deepak managed a commodities fund as a part of a systematic team. Subsequently, Deepak moved to manage a systematic macro trading book as a Portfolio Manager in Millennium partners (and Symmetry Investments), where he ran the strategy successfully for over four years and established a team of 5 people.
Toby Hayes

Toby Hayes

Portfolio Manager

Toby Hayes

Toby Hayes

Portfolio Manager
Toby has c.21 years of experience in the financial services industry and prior to joining Trium was at Fortem Capital. Prior to this, Toby was a multi-asset Portfolio Manager for Franklin Templeton, managing several Alternative and traditional multi-asset funds. Toby was also previously a partner for Pacific Investments developing various derivative based alternative strategies. Toby developed his experience as a founding partner at Armstrong investment managers, a multi-asset boutique where he managed global macro portfolios. Toby holds a Master’s degree in Economics from Edinburgh University and is a CFA charterholder.

LITERATURE

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Trium Alternative Growth Fund | Factsheetfactsheet
Trium Alternative Growth Fund | KIID | F Classkiidclass-f
Trium Alternative Growth Fund | KIID | I Classkiidclass-i
Trium Alternative Growth Fund | PRIIP | F Classpriipclass-f
Trium Alternative Growth Fund | PRIIP | I Classpriipclass-i
Trium Alternative Growth Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium UCITS Platform PLC EETaccounts-and-reports
Trium UCITS Platform PLC EMT v4.1accounts-and-reports
Trium Alternative Growth Fund | KIID | FP Classkiidclass-fp
Trium Alternative Growth Fund | Supplementsupplement
Trium UCITS Platform PLC Prospectusprospectus
Trium UCITS Platform PLC | Shareholder Notice 05.09.2019policy
Trium Alternative Growth Fund | PRIIP | FP Classpriipclass-fp

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

RELATED INSIGHTS

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Please contact us to hear more about our solutions for investors and managers, as well as if you have any other enquiries.