Trillium Global Sustainable Opportunities Fund - Class A
The 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. (For Wholesale Investors Only)
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 intends to have no direct fossil fuel exposure.
The diversified portfolio is constructed within a framework that is independent of the benchmark in terms of stock and sector weights. Added value is expected to come from the high-conviction approach to stock selection.
To provide investors with long-term capital growth through investment in global companies driving the transition to a more sustainable economy. To outperform the MSCI World Net Total Return Index ($A) (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 aligns with 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.
| Assets | Range % |
| Cash | 0 - 10% |
| International shares | 90 - 100% |
Click here for our latest Pricing and Performance.
Perpetual Limited is a diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.
Over more than 135 years we have supported clients and communities through periods of great change and volatility, continuing to evolve to provide products and services to meet the changing needs of our clients – some of which span five generations.
Today, we are an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia, providing asset management, private wealth and trustee services to local and international clients. Our operations span Australia, Asia, Europe, the United Kingdom and the United States.
At Perpetual, we are, and have always been, committed to acting in the best interests of our clients and the communities we support to ensure a positive impact and help build a sustainable future. We aim to be the most trusted brand in financial services.
Our purpose is and has always been, to create enduring prosperity.
Perpetual has appointed Trillium Asset Management as the investment manager for the Fund.
Trillium is an investment management firm, based in Boston, MA (USA), which has been devoted exclusively to sustainable and responsible investing since its founding in 1982. Trillium is also a wholly owned subsidiary of Perpetual Limited.
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 a Master’s degree in Anthropology from New York University and Education from Roberts Wesleyan.
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 speciality 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 charter holder.
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 the 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 a Chartered Financial Analyst charter holder.
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