Trium Multi-Strategy UCITS Fund

A Multi-Strategy UCITS Hedge Fund that integrates Trium’s diverse strategies to deliver uncorrelated alpha.

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SUMMARY

Overview

The Trium Multi-Strategy UCITS Fund strategically invests across an array of uncorrelated strategies, each managed by Trium’s experienced investment teams, combining them into a risk managed, capital-efficient, portfolio that aims for uncorrelated performance whilst protecting investors’ capital. The underlying strategies span the following areas: Relative Value, Global Macro, Equity Market Neutral and Event Driven. The Fund is managed by the Multi-Strategy Investment Committee with extensive hedge fund and multi-strategy fund experience.

Investment Objective

The Strategy targets positive returns throughout the cycle with low correlation to equity markets

Performance

Fund Data

Management Fee

0.75 %

Performance Fee

15 %

ISIN

IE00BD1QX976

SEDOL

BD1QX97

Min. Investment

1,000,000

Management Fee

1.25%

Performance Fee

20 %

ISIN

IE00BD1QXF30

SEDOL

BD1QXF3

Min. Investment

1,000,000

Portfolio Breakdown

Asset classes

Sub classes

Holdings

Team

Rosie Duffell

Rosie Duffell

Managing Director, Head of Distribution

Rosie Duffell

Rosie Duffell

Managing Director, Head of Distribution
Rosie Duffell joined Trium in May 2022 as Managing Director and Head of Distribution, where she leads the sales, marketing, and client services teams. She is also a member of the Trium Executive Committee and sits on the Trium Multi-Strategy Investment Committee. Rosie began her career at Goldman Sachs in 2008, where she worked on the team providing investment solutions across external hedge funds. She was responsible for new business development and client engagement in the EMEA region gaining expertise in creating, managing, and distributing multi-manager hedge fund solutions. She holds an MA (Hons) in Land Economy from Robinson College, University of Cambridge.
Matt Holland

Matt Holland

Head of Trading

Matt Holland

Matt Holland

Head of Trading
Matt leverages 25 year’s experience in equity markets to ensure our hedge fund managers can focus 100% on managing their portfolios. Matt is Trium’s Head of Trading. He oversees trading at Trium and manages external relationships, allowing our traders to focus on managing their portfolios. As a Managing Director at Morgan Stanley, Matt was responsible for the execution business in Asia. Prior to his move East, he was number two in Europe for sales and sales trading. Matt holds a BA in Economics from Heriot-Watt University, Edinburgh.
Donald Pepper

Donald Pepper

Co-CEO

Donald Pepper

Donald Pepper

Co-CEO
Donald joined Trium in October 2017 as Co-CEO. He is a Trium Multi-Strategy Co-Portfolio Manager and a member of the Trium Investment Committee. Donald began his career in finance in Fixed Income Sales at Goldman Sachs in 1987, moving to Prime Brokerage Sales in 2000, where he was responsible for Relative Value, Multi-Strategy, Credit and Global Macro hedge funds. From 2003-2008 Donald was Managing Director of Prime Brokerage for EMEA at Merrill Lynch. In 2008 Donald moved to the buy-side, as Head of Hedge Funds at New Star Asset Management/Henderson Global Investors where his responsibilities included being Co-Portfolio Manager of two Fund of Hedge Funds. Donald was an Investment Director at TT International (2010-2012) before joining Old Mutual Global Investors (2012-2017) as Managing Director of Alternatives, where his responsibilities included being a member of the Style Premia Investment Committee. Donald read Philosophy, Politics & Economics at The Queen’s College, Oxford where he received an MA. He is a CFA Charterholder and holds the CFA Certificate in ESG Investing.
Marina Tsikoura

Marina Tsikoura

Chief Risk Officer

Marina Tsikoura

Marina Tsikoura

Chief Risk Officer
Marina is responsible for the independent oversight and implementation of Trium’s risk management framework. Marina joined Trium in 2021 and has an extensive experience in Risk Management. Previously she worked at Columbia Threadneedle, where she headed up the Equities Risk team. Marina holds a Master’s degree in Financial Mathematics from King’s College, London and is a CFA charterholder.

LITERATURE

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Trium Multi Strategy UCITS Fund | KIID | F Classkiidclass-f
Trium Multi Strategy UCITS Fund | PRIIP | F Classpriipclass-f
Trium Multi Strategy UCITS Fund | SFDR Article 6 Disclosuresfdr-disclosure
Trium UCITS Platform PLC EETaccounts-and-reports
Trium UCITS Platform PLC EMT v4.1accounts-and-reports
Trium Multi Strategy UCITS Fund | KIID | M Classkiidclass-m
Trium Multi Strategy UCITS Fund | Supplementsupplement
Trium UCITS Platform PLC Prospectusprospectus
Trium UCITS Platform PLC | Shareholder Notice 05.09.2019policy
Trium Multi-Strategy UCITS Fund | PRIIP | M Classpriipclass-m

REGIONS

Global availability

Ireland

Netherlands

Sweden

Switzerland

United Kingdom

RELATED INSIGHTS

Contact us

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