The Trillium Global Sustainable Opportunities Fund has been awarded a “4 IP” rating from Research IP, with a score of 4.03/5.
The Trillium Global Sustainable Opportunities Fund is actively managed with a concentrated high conviction, sustainability-themed strategy that invests in companies positioned to thrive during the transition to a more sustainable economy.
What is the Fund’s competitive advantage?
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Research IP says
“The investment team is well qualified, both in terms of experience and academic qualifications. The average industry experience of the fund managers is almost 30 years at the date of this report. The researchers/analysts average 15 years of industry experience.”
“Two key differences with this strategy compared to the Manager’ ESG Global Equity product is the more concentrated portfolio (40-65 stocks) and the impact-driven approach within the three thematics which are aimed at identifying solutions. Notably, the Manager broadly measures the alignment of the portfolio holdings with the UN Sustainable Development Goals.”
“The three thematics are an important difference in the investment process when comparing this strategy to the ESG Global Equity strategy. The three thematics are most apparent in the initial generation of ideas and the research done by analysts. This ultimately results in a smaller buy list at the portfolio construction stage. The Sustainable Opportunities Committee considers each portfolio independently for eligibility. This Committee is comprised of the portfolio managers and members of the analyst, ESG and specialist advocacy teams.”
“Performance will be driven by stock picking over the market cycle, underlined by the depth of research undertaken by the team. A key aspect of this is the ability to identify quality companies. The Manager leverages an internal tool designed to measure a variety of financial ratios and metrics to help analysts get a picture of a company’s financial health. Average annual turnover is expected to be between 20-30% which is relatively low. Turnover recently has been as low as 9%.”
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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