The Trillium ESG Global Equity Fund has been awarded a “4 IP” rating from Research IP, with a score of 3.96/5.
The Trillium ESG Global Equity Fund (“the Fund”) is an actively managed, core diversified global equity portfolio with a fossil fuel free mandate.
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Research IP says
“As far as experience goes in ESG investing, Patsky’s experience is extensive, going back decades. Patsky was one of the first sell side analysts to publish analysis on corporate social responsibility in 1994. Prior to this at Lehman, Patsky was a strong advocate for including environmental and social factors into company analysis.”
“Research IP highlights the extra lengths the Manager goes to regarding shareholder advocacy. The specific advocacy team demonstrates their dedication to active engagement with corporates.”
“The Fund’s benchmark is MSCI All Countries World Net Total Return Index. An allocation to the Fund could be a core allocation. The Manager aims for lower volatility and lower beta over a full market cycle, though naturally there will be periods of higher volatility. Anticipated turnover is 15-20%, with tracking error typically under 5% (though not targeted specifically).”
“When integrating the ESG factors into their investment decision making, the Manager is ultimately trying to project 5 years out on the ESG factors. This aligns with the low turnover of the Fund holdings, and makes sense in terms of some of the thematics involved within ESG e.g. regarding climate change, a transformational change to a business model that supports the transition to a lower carbon economy doesn’t happen overnight.”
Research IP, 2 September 2022
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.
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