Trium Morphic ESG L/S Fund

Overview

Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Morphic Asset Management
Portfolio Manager Jack Lowenstein, Chad Slater
Fund Currency USD
Fund AUM $3.8m
Fund AUM (GBP) £2m
Fund AUM as of 23 May 2018
Fund Inception 07 March 2018
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The fund seeks to deliver investors an ethically screened portfolio, while delivering superior risk adjusted returns and capital growth.The Fund seeks to achieve its investment objective by investing in ethically screened large-cap, mid-cap and small-cap companies, with a focus on small- and mid-cap companies subject to a minimum market cap for long investments of US$400 million and US$1 billion for short positions. The Fund will not focus on any specific industry sector or geographic region.

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