The Trillium ESG Global Equity Fund is designed to provide investors with long-term capital growth through investment in quality global shares using an integrated ESG approach.

The Fund is an actively managed, diversified portfolio of global equities, which provides the potential for long-term capital growth by investing in companies that are leaders in managing environmental, social and governance (ESG) risks and opportunities, have above average growth potential and are reasonably valued.

With a long history in shareholder advocacy and public policy work, Trillium leverages the power of company ownership to promote positive social and environmental change while seeking to fulfil the Fund's investment return objective.

The Trillium ESG Global Equity Fund is an actively managed, diversified portfolio of global equities,which provides the potential for long-term capital growth by investing incompanies that are leaders in managing environmental, social andgovernance (ESG) risks and opportunities, have above average growthpotential and are reasonably valued.With a long history in shareholder advocacy and public policy work, Trilliumleverages the power of company ownership to promote positive social andenvironmental change while seeking to fulfill the Fund's investment returnobjective.

The Fund employs a strict business activity exclusionary screen in which it does not invest in companies that derive a material proportion of their revenue from agricultural biotechnology, hard rock mining, private prisons,  tobacco, weapons and firearms, casinos, gambling, and pornography. The materiality threshold ranges from 0-5% for these activities. The fund also restricts its investment in companies with major, recent, or ongoing controversies in animal welfare, environmental, governance, human rights, product safety and marketing. 

Trillium recognises that as the world transitions to a low-carbon economy, many companies, whose business models have historically been dependent onfossil fuels, are embracing the transition to a low-carbon economy. In some cases, those same companies are becoming emerging leaders in carbon reductionand renewable energy as they re-purpose existing infrastructure and business models for a low-carbon economy.

Trillium’s philosophy regarding investing in companies with legacy fossil fuel exposure is to invest in companies with a business model designed to succeedin a low-carbon economy, while avoiding investing in companies with the greatest transition risks, namely fossil fuel dependent companies without a transitionplan that Trillium finds credible. To apply this principle, Trillium analyses companies in the Energy and Utilities sectors as well as any company deriving 50%or more of gross total revenue from sales to companies in the Energy or Utilities sectors.

At a minimum, Trillium considers a credible transition plan to includederiving at least 10% current revenue from renewable energy or enabling technologies and have no commitments to facilitate or invest in new fossil fuelexploration, production, storage, transport, trading, or refining capacity, or new fossil fuel-based power generation without emissions capture.