The Trium Morphic ESG L/S Global Fund is an absolute return Fund which seeks to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society.
The Fund excludes direct investments in entities involved in environmental destruction, including coal and uranium mining, oil and gas, intensive animal farming and aquaculture, tobacco and alcohol, armaments, gambling and rainforest and old growth logging.
The Fund is an open-ended Unit Trust and seeks to achieve its objective through investing in the Trium Morphic ESG L/S Fund (“the Underlying Fund”).
The Underlying Fund aims to outperform the US Federal Reserve effective federal funds rate (Bloomberg Ticker: FEDL01 Index). It will also attempt to preserve a degree of capital for investors in falling markets through hedging. The Underlying Fund is an Undertakings for Collective Investment in Transferable Securities (UCITS) fund on the Trium UCITS platform with the same investment objectives as the Fund.
|Date: 28 February 2020||View Historical Unit Prices|
Past performance is not indicative of future performance.
Material on this website does not take into account the investment objectives, financial situation or particular needs of any particular person. Investors should obtain individual financial advice based on their own particular circumstances before making an investment decision. Any person considering investment in the Trium Morphic ESG L/S Global Fund (“The Fund”) should first review the Product Disclosure Statement (PDS) for the Fund issued by Perpetual Trust Services Ltd dated 15/08/2018. Initial Applications for units in the Fund can only be made pursuant to the application form in the PDS. Morphic does not guarantee repayment of capital or any particular rate of return from the Fund. Past performance is no guarantee of future performance. Investment returns have been calculated in accordance with normal industry practice utilising movements in unit price and assuming reinvestment of all distribution of income and realised profits. Statements of fact in this report have been obtained from and are based upon sources that Morphic believes to be reliable, but Morphic does not guarantee their accuracy, and any such information may be incomplete or condensed. All opinions and estimates included in this report constitute Morphic’s judgement as at the date of this communication and are subject to change without notice.