Who We Serve
At Trillium, we deliver equity and fixed income vehicles to institutions, intermediaries, high net worth individuals and other charitable and non-profit organizations to provide positive impact, long-term value and social dividends ™.
Private Clients
Partnering with individuals, family offices, and non-profits to build diversified, values-aligned investment portfolios.
Financial Intermediaries
Providing advisors with impact driven investment solutions to align with their client’s goals.
Institutional Investors
Delivering institutional consultants and asset owners purpose-driven investment solutions.
Equity Strategies
Our equity strategies factor socially responsible principles into fundamental financial analysis to identify the companies best positioned to provide competitive, risk-adjusted, long-term investment performance.
Fixed Income Strategies
During portfolio construction, we develop a model portfolio, with a laddered approach, where we invest in issues across the duration spectrum in order to achieve our overall duration target.
US Core Bond Strategy
Mutual Funds
Trillium seeks global companies that demonstrate environmental leadership, financial quality and above-average growth potential, sharing our vision of investing for a more sustainable future.
Mutual fund investing involves risk. Principal loss is possible.
The Trillium ESG Global Equity Fund and the Trillium ESG Small/Mid Cap Fund may invest in foreign securities, which are subject to the risks of currency fluctuations, political and economic instability and differences in accounting methods. Investing in foreign securities is riskier than investing in domestic securities. The Fund invests in smaller and medium companies, which involve additional risks such as limited liquidity and greater volatility. Trillium’s ESG Small/Mid Cap Fund and Trillium's ESG Global Equity Fund environmental policy could cause it to make or avoid investments that could result in the portfolio under performing similar funds that do not have an environmental policy. There are no assurances that the fund will achieve its objective and/or strategy. Diversification does not assure a profit or protect against a loss in a declining market.
The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling (866) 260-9549, or visiting www.trilliuminvest.com. Read it carefully before investing. Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.
JOHCM (USA) Inc serves as investment adviser to the Trillium ESG Global Equity Fund and the Trillium ESG Small/Mid Cap and Trillium Asset Management serves as investment sub-adviser to the Funds. The Funds are distributed by Perpetual Americas Funds Distributors, LLC.
Investing for a Better World
Learn how Trillium’s impactful investment strategies transform investor capital into a catalyst for change.
