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- Trium ESG Emissions Improvers Fund
| Fund Name | SRI Style | Product | Region | Asset Type | Launch Date |  |
|---|---|---|---|---|---|---|
| Trium ESG Emissions Improvers Fund | Sustainability Tilt | SICAV/Offshore | Europe | Hedge | 30/09/2019 | |
Fund Size: £452.52m Total screened & themed / SRI assets: £436.00 Total assets under management: £1375.60 As at: 31/12/24 Contact: ir@trium-capital.com |
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OverviewNo response when requested update from manager (August 2024)
The Trium ESG Emissions Improvers Fund aims to deliver alpha-driven absolute returns with low volatility to traditional asset classes and other ESG Fund whilst reducing greenhouse gas emissions. The Portfolio Manager adopts an engagement approach, which he believes drives alpha generation whilst contributing to environmental improvements.
Reducing GHG emissions is the primary goal of the Fund. The investment team focuses on the high-emitting sectors as they represent roughly 30% of the overall European equity market, but nearly 90% of European emissions. For example, given steel production accounts for around 7% of global emissions the team views reducing emissions in a steel mill as just as important for decarbonisation as building wind farms or energy storage.
Within these high-emitting sectors, the team engages with companies that have the potential to cut emissions more effectively than their peers and as such have a competitive advantage and should outperform over time. |
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FiltersFund informationSustainability - GeneralUN Sustainable Development Goals (SDG) focus UN Global Compact linked exclusion policy Transition focus Nature & BiodiversityIllegal deforestation exclusion policy Climate Change & EnergyFracking and tar sands excluded Coal, oil & / or gas majors excluded Arctic drilling exclusion Encourage transition to low carbon through stewardship activity Ethical Values Led ExclusionsGambling avoidance policy Armaments manufacturers avoided Alcohol production excluded Tobacco and related product manufacturers excluded Governance & ManagementEncourage board diversity e.g. gender Avoids companies with poor governance Encourage higher ESG standards through stewardship activity UN sanctions exclusion Fund GovernanceESG integration strategy Asset SizeOver 50% small / mid cap companies Targeted Positive InvestmentsEU Sustainable Finance Taxonomy holdings 5-25% of fund assets Impact MethodologiesAim to deliver positive impacts through engagement Aims to generate positive impacts (or 'outcomes') How The Fund WorksPositive selection bias Assets mapped to SDGs Combines norms based exclusions with other SRI criteria Negative selection bias Unscreened Assets & CashAll assets (except cash) meet published sustainability criteria Intended Clients & Product OptionsIntended for investors interested in sustainability Labels & AccreditationsSFDR Article 8 fund / product (EU) Fund management company informationAbout The BusinessBoutique / specialist fund management company Offer unstructured intermediary sustainable investment training Offer structured intermediary training on sustainable investment Responsible ownership / stewardship policy or strategy (AFM company wide) Diversity, equality & inclusion engagement policy (AFM company wide) Collaborations & AffiliationsPRI signatory ResourcesIn-house responsible ownership / voting expertise Company Wide ExclusionsControversial weapons avoidance policy (AFM company wide) Climate & Net Zero TransitionCarbon offsetting - offset carbon as part of our net zero plan (AFM company wide) TransparencyFull SRI / responsible ownership policy information on company website |
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PolicyThe Investment Manager intends to invest in equity and equity-related securities of companies in the energy, utilities, materials, industrials, construction, and transportation sectors. The Fund’s strategy is to invest in companies that are improving their environmental and emissions footprint more effectively than their peer group. The strategy is focused on the improvement potential of the company rather than its current state. |
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ProcessThe investment process is based on bottom-up fundamental company and sector analysis, combined with analysis of energy transition, environmental regulations, and ESG topics (especially governance). We incorporate active engagement with management as part of our core long process.
The team uses various external ESG data sources including MSCI and Integrum for research and ratings. The team use these ratings and reports for background analysis as part of the research process and as a window into the ratings agency information being provided to the market.
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Resources, Affiliations & Corporate StrategiesJoe Mares, Portfolio Manager of the Trium ESG Emissions Improvers Fund, is supported by:
The team is further supported by Trium Capital’s Head of ESG, Kate Sullivan, who monitors the Fund’s exclusion list, and provides support with engagements as needed. |
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LiteratureLast amended: 21/06/24 10:46 |
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07/16/2025