Trillium ESG Global Equity

PER2095AU

Trillium ESG Global Equity PER2095AU Strategy

The Fund adopts a bottom-up stock selection process and is benchmark unaware (except for performance reporting purposes). Trillium seeks to identify companies that they believe are strategic leaders, based on business models that Trillium thinks are superior and which demonstrate the ability to create consistent earnings growth.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: May 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,111.1082.300.91%
CAC 407,661.1640.120.53%
DAX 4023,973.66127.590.54%
Dow JONES (US)44,111.7461.90-0.14%
FTSE 1009,160.1717.440.19%
HKSE24,958.3055.770.22%
NASDAQ20,916.55137.03-0.65%
Nikkei 22540,794.86245.320.60%
NZX 50 Index12,880.163.120.02%
S&P 5006,299.1930.75-0.49%
S&P/ASX 2008,843.7073.300.84%
SSE Composite Index3,633.9916.400.45%

Market Movers