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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The investment objective of the Fund is to seek to achieve risk-adjusted returns and capital appreciation over the long term. The Trium Sustainable Innovators North American Equity Fund selects distinctive business models, called 'Innovation Compounders' based on customer centricity, R&D strength and proven execution capabilities. The team performs extensive analysis of strategic ESG risks and opportunities with a view to identify sustainable long-term growth. The Fund targets annualised returns of 12-15% across the cycle, and an average CO2 intensity of 70-90% below the benchmark, amongst other ESG criteria.
The Fund has been audited and recognised by the French ISR label and LuxFLAG. Furthermore, the strategy exercises an engagement approach through the Leonie & Norman Institute.