A high-conviction, sustainability-themed strategy that invests in companies positioned to thrive as we transition to a more sustainable economy.
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.
The Fund’s strategy employs holistic, fully integrated fundamental equity analysis that incorporates environmental, social and governance (ESG) factors and emphasises growth companies priced at reasonable valuations. Companies must be able to demonstrate that they are contributing to three core sustainability themes through their core business:
- climate solutions
- economic empowerment
- healthy living.
The Fund’s portfolio has no fossil fuel exposure.
Innovators in ESG
Trillium is at the forefront of ESG thought leadership and drawing from decades of experience focused exclusively on sustainable investing, Trillium uses a holistic, ESG- integrated fundamental investment process to uncover compelling long-term investment opportunities
Experienced Portfolio Management Team
Over 75 years combined experience in ESG, with a focus on solutions companies
Proprietary ESG Scoring
Over 20 years of proprietary ESG research and analysis on hundreds of global companies with dedicated in-house ESG analysts who archive and curate the data collected
Trillium has a dedicated shareholder advocacy team focused on engaging companies to press for positive change on key ESG performance drivers
WHAT ARE THE RISKS?
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
Performance as at 30/06/2021
Returns as at 30/06/2021
|Growth %||Distribution %||Total %|
About this fund
Trillium Asset Management
7 years or longer
Aims to provide investors with long-term capital growth through investment in global companies driving the transition to a more sustainable economy. Aims to outperform the MSCI World Net Return Index (AUD) (before fees and taxes) over rolling 3-year periods.
Trillium uses a thematic approach to identify companies that will thrive as we transition to a more sustainable economy. The focus is on three areas: Climate Solutions, Economic Empowerment and Healthy Living and align to the United Nations Sustainable Development Goals adopted in 2015. Fundamental, bottom up financial analysis is conducted including a rigorous integrated review of financial and environmental, social and governance (ESG) factors.
The portfolio has no fossil fuel exposure.
|Minimum Initial Investment||$25,000|
|With Savings Plan|
|Minimum Initial Investment||$25,000|
|Minimum Additional Investment||$2,000|
|Management Cost (p.a.)||0.99%|
|Buy / Sell Spread||0.15% / 0.15%|
|Estimate inclusive of the net effect of GST.|
|Cash||0 - 10%|
|International shares||90 - 100%|
|June 30, December 31|
Paul is a Portfolio Manager, and Research Analyst covering the Consumer Discretionary sector and a member of the portfolio management team for the Sustainable Opportunities strategy. He is also a member of the portfolio management team for the Green Century Balanced Fund, for which Trillium serves as a sub-advisor. Prior to joining the firm, he was Vice President, Sustainable Investment Business Strategy at Calvert Investments.
Paul also previously held senior positions within Calvert’s Equities and Marketing Departments. He has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, then a division of Mellon Bank, and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup.
Paul started his career in the field of SRI as an analyst with the Council on Economic Priorities, a non-profit known for an influential consumer guidebook called “Shopping for a Better World.”
Paul currently serves on the Steering Committee of the Intentional Endowments Network (IEN), a network focused on promoting ESG investing uptake by universities and colleges. He is a former Board Chair of US SIF, the U.S. membership for organizations engaged in socially responsible and sustainable investing. He holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan.
Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy and Portfolio Manager of the Trillium Sustainable Opportunities strategy. Matt has over three decades of experience in investment research and investment management. He began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he built the firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Before Trillium, Matt worked at Winslow Management Company in Boston, where he served as director of research, chairman of the investment committee, and portfolio manager for the Green Growth and Green Solutions Strategies.
Matt currently serves on the board of TONIIC and has previously served on the Boards of Environmental League of Massachusetts, Shared Interest, Pro Mujer, US SIF, and Root Capital. He is also a member of the Social Venture Circle (SVC) and is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
Laura is a Senior Vice President, Portfolio Manager, and Research Analyst. She leads the Trillium Small/Mid Cap Core strategy and is on the portfolio management team of the ESG Global Equity strategy and the Sustainable Opportunities strategy. She joined Trillium Asset Management in 2001. Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being.
Laura earned a B.A. in quantitative economics from Tufts University in 1992. Laura is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.
The product disclosure statement (PDS) for the Trillium Global Sustainable Opportunities Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. To view the Perpetual Group's Financial Services Guide, please click here.
No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.