Trium Climate Impact

A Discretionary Equity Long/Short Market Neutral UCITS Fund that aims to generate positive environmental outcomes and alpha with reduced exposure to market volatility.
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Factsheet

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SUMMARY
Performance
TEAM
ESG
LITERATURE
How to invest
REGIONS
INSIGHTS

SUMMARY

Overview

The Trium Climate Impact Fund is a discretionary equity long/short market neutral strategy that aims to generate attractive long-term returns with low correlation to traditional asset classes. The Fund aims to drive positive environmental outcomes, addressing challenges such as climate change, waste management and water access. The Portfolio Managers invest in environmental solution companies with robust business models that they believe will outperform over time, looking for the best impact at the most attractive valuation. Market and other factor risks are mitigated with offsetting short positions, which will include alpha short positions. The portfolio focuses on reducing greenhouse gas emissions (“GHG emissions”), treating wastewater, and increasing recycling.

Investment Objective

The Fund’s investment objective is to make sustainable investments with the aim of achieving positive returns over the long term, independent of market conditions.

Key Facts

Investment Manager:

Trium Capital LLP

Fund Name:

Trium Climate Impact Fund

SFDR:

Article 9

Inception Date:

26 October 2022

Structure:

UCITS (Ireland)

Base Currency:

EUR

Currency Share Classes:

USD, EUR, GBP, CHF and SEK

Dealing Frequency:

Daily, 11am Irish Time

Valuation Point:

5PM (US Eastern Time)

Performance

Fund Data

Management Fee

0.5 %
Performance Fee

10 %
ISIN

IE000J6OJ9C5
SEDOL

BN487N2
Min. Investment

1,000
Management Fee

0.5 %
Performance Fee

10 %
ISIN

IE0003ARWI18
SEDOL

BN487Q5
Min. Investment

1,000
Management Fee

0.5 %
Performance Fee

10 %
ISIN

IE000D8ZRYF7
SEDOL

BN487P4
Min. Investment

1,000
Management Fee

0.5 %
Performance Fee

0 %
ISIN

IE000DMLF260
SEDOL

BN487L0
Min. Investment

1,000
Management Fee

0.5 %
Performance Fee

0 %
ISIN

IE0008F05TO2
SEDOL

BNKC9H6
Min. Investment

1,000
Management Fee

0.5 %
Performance Fee

0 %
ISIN

IE000F2976P8
SEDOL

BNKC9K9
Min. Investment

1,000
Management Fee

0.7 %
Performance Fee

12 %
ISIN

IE0000B0L1O3
SEDOL

BN487T8
Min. Investment

1,000
Management Fee

0.7 %
Performance Fee

12 %
ISIN

IE0009VYGL13
SEDOL

BN487W1
Min. Investment

1,000
SINCE LAUNCH
1 YEAR
6 months
3 Months

Portfolio Breakdown

Asset classes

Sub classes

Holdings

Team

Joe Mares

Joe Mares

Portfolio Manager

Joe Mares

Joe Mares

Portfolio Manager
Joe Mares has worked in investment banking, equity research, and portfolio management in high carbon-emitting sectors (energy/utilities/materials) for over 27 years. Joe began his career at Morgan Stanley in 1997 in investment banking and equity research in Energy & Shipping. In 2007, Joe moved to the buy side, as lead Equity & Commodities Analyst for Greg Coffey, at GLG and then Moore Capital, from 2009. Prior to joining Trium, Joe was a Portfolio Manager at Société Générale from 2011-2016, responsible for a global long/short equity book focused on Energy, Resources, Shipping, and Utilities. Joe holds a Bachelor’s degree from the School of Public and International Affairs, Princeton University.
Trium Climate Impact
Trium ESG Emissions Improvers
Trium Climate Impact
Trium ESG Emissions Improvers

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Tom Ayres

Tom Ayres

Portfolio Manager

Tom Ayres

Tom Ayres

Portfolio Manager
Tom is an ex-GAM and BlueCrest Portfolio Manager, leveraging his fundamental and quantitative analysis skills to generate returns for clients. Tom graduated from Oxford University with an M.Eng in in 2001, specialising in civil engineering. He then joined Lehman Brothers in Hong Kong as an Analyst within the Equity Capital Markets team before moving to boutique Anglo Chinese Corporate Finance to focus on IPOs and M&A. Seeking a transition to the buy-side, he gained an M.Sc with distinction in Finance from Imperial College in London, and joined GAM, initially as an analyst. Tom is a CFA Charter holder.
Trium Climate Impact
Trium Climate Impact

Latest Insights
Sargis Asatryan

Sargis Asatryan

Analyst

Sargis Asatryan

Sargis Asatryan

Analyst
Sargis is an Analyst for both the Trium ESG Emissions Improvers and Trium Climate Impact strategies. Sargis specialises in construction materials, industrials and metals & mining industries, and is focused on the decarbonisation of those industries. Sargis joined Trium Capital in 2019 after a three month internship with Joe Mares. Previously he worked at one of the largest retailers of construction materials in Armenia. Sargis holds an MSc degree in Investment Management from Cass Business School, London and a BSc degree in Business and Economics from Stockholm University, Sweden.
Trium Climate Impact
Trium ESG Emissions Improvers
Trium Climate Impact
Trium ESG Emissions Improvers
Matilde Bertoldi

Matilde Bertoldi

Analyst

Matilde Bertoldi

Matilde Bertoldi

Analyst
Matilde is an analyst for the Trium ESG Emissions Improvers and Trium Climate Impact strategies. Matilde focuses on the Battery, Solar and EV value chain sectors. Matilde joined Trium Capital in 2023, previously she worked as an ESG Analyst at Fitch Ratings, responsible for assessing ESG and sustainability performance of fixed income entities and issuances. Matilde holds an MSc in Environmental Technology from Imperial College London, and a BSc in Environment and Development from the London School of Economics.
Trium Climate Impact
Trium ESG Emissions Improvers
Trium ESG Emissions Improvers
Kate Prakhova

Kate Prakhova

Analyst

Kate Prakhova

Kate Prakhova

Analyst
Kate is a Utilities Analyst for both the Trium ESG Emissions Improvers and Trium Climate Impact strategies. Kate previously worked in the Trading team, supporting Trium’s Portfolio Managers in a number of areas, including execution and investment analysis. Prior to working at Trium, Kate worked as an Analyst at BNY Mellon. Kate graduated from the University of Bath with a BSc (hons) in Business Administration. Kate is a CFA Charterholder.
Trium Climate Impact
Trium ESG Emissions Improvers
Trium Climate Impact
Trium ESG Emissions Improvers
Harry Thomas

Harry Thomas

Co-Portfolio Manager & Senior Analyst

Harry Thomas

Harry Thomas

Co-Portfolio Manager & Senior Analyst
Harry is Co-Portfolio Manager for the Trium ESG Emissions Improvers Strategy and Senior Analyst for the Trium Climate Impact strategy. He started his career at Fidelity International where he spent a decade as an analyst in both public and private equity, covering a variety of sectors and markets. More recently he was co-portfolio manager and equity analyst at Daiwa Asset Management (Europe) responsible for the Industrial and Materials sectors. Harry is a CFA Charterholder and holds a BSc (Hons) in Economics and Politics from the University of Bath.
Trium Climate Impact
Trium ESG Emissions Improvers
Trium Climate Impact
Trium ESG Emissions Improvers

ESG

SFDR designation: Article 9

The Fund’s aim is to create a market-neutral and resilient impact fund that can deliver positive impact and protect capital during periods of market volatility. Aligned with these goals, the Fund’s impact objective is for the portfolio to deliver measurable environmental outcomes by targeting portfolio companies that can grow their sustainable sales or improve their Impact Key Performance Indicators (“KPIs”).

 

We focus on companies with a strong emphasis on climate-focused sales, seeking alignment with both the EU Taxonomy and the United Nations Sustainable Development Goals (“SDGs”).

Trium Climate Impact SFDR Article 9 Disclosure

Trium Capital LLP Responsible Investment Policy

#xxx

#xx

£XXbn

2022

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
Contact Us

7IM

Abrdn

Aegon Arc

Aegon Institutional

Aegon UK

AJ Bell

Aviva

Scottish Widows (Formerly Embark)

Fidelity

Fundment

Benchmark Capital (Formerly Fusion Wealth)

Hubwise

M&G Wealth (Formerly Ascentric)

MorningStar Wealth

Novia

Novia Global

Nucleus

Parmenion

Quilter

Raymond James

Seccl

Titan Wealth

Transact

True Potential

REGIONS

Global availability

France

Germany

Guernsey

Ireland

Italy

Jersey

Netherlands

Spain

Sweden

Switzerland

United Kingdom

Trium Climate Impact map

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NEWS

CONTACT

INVESTOR PORTAL

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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.