Trium Capital launches firm's first Article 9 hedge fund

Trium Climate Impact fund

Valeria Martinez
clock • 1 min read

Trium Capital has launched its first Article 9 hedge fund, the Trium Climate Impact fund, a UCITS equity long/short market neutral strategy.

Managed by Joe Mares and Tom Ayres, the fund aims to deliver attractive long-term returns with low correlation to traditional asset classes, while seeking to address issues such as climate change, waste management and water access.  The fund's long exposure will be composed of around 50 companies in the environmental solutions, alternative energy infrastructure and clean technology sector, targeting 6-8% volatility with an expected net annual return of cash of 6-8%. On the short side, the managers will aim to hedge market and factor risks of the long positions in a diversified manner....

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Assets in the fund became "too few to keep the fund alive" following investors pulling their capital, however, the fund is still offered in separate accounts and LPs.

William Blair IM pulls UCITS China offering following 'key investor' withdrawals

'Assets too few to keep the fund alive'

clock 05 January 2024 • 1 min read
Of the firm's 124 equity categories, 19 returned a net negative performance in 2023, with the bottom ten dominated by Asia exposures.

Asian funds endure poor performance in 2023 as local currency bonds thrive

European fund performance review

Elliot Gulliver-Needham
clock 05 January 2024 • 2 min read
Royal London Short Money Market first took the top spot in October 2023, where it remains, while the £22.7bn Terry Smith fund has since been further overtaken by L&G Global Technology Index and Vanguard LifeStrategy 80% Equity.

Fundsmith Equity slips further down ii most bought list

Falls to fourth place

Elliot Gulliver-Needham
clock 04 January 2024 • 2 min read
Trustpilot