Strategy Overview

The fund seeks to deliver investors an ethically screened portfolio, while delivering superior risk adjusted returns and capital growth.

The will invest in ethically screened large-cap, mid-cap and small-cap companies, with a focus on small and mid-cap subject to a minimum market cap for long investments of US$400 million and US$1 billion for short positions. The fund does not focus on any specific industry sector or geographic region.

About the Sub-Investment Manager

Morphic Asset Management is an ESG-focussed fundamental Long/Short equity manager based in Sydney. We seek to provide investors a way to grow their wealth and feel confident they do so without investing in businesses that harm the environment, people, and society. What sets Morphic apart is its ability to short-sell low-ESG ratings businesses with poor fundamentals. Jack Lowenstein and Chad Slater founded Morphic in 2012, after working together for many years at Hunter Hall, who was one of Australia’s original ethical fund managers, where they established an excellent track record.

Morphic is a signatory of the Principles for Responsible Investment (PRI).



Jack Lowenstein

Managing Director, Joint CIO

Jack was previously Deputy Chief Investment Officer at Sydney based global equity manager Hunter Hall, a leading ethical fund manager, for 15 years. He played a key role in building Hunter Hall from just $13m under management when he joined, to a peak of $3 billion.

Prior to joining Hunter Hall, Jack had careers in corporate finance, and as an international financial journalist.

Jack holds an MA from Oxford University. He completed the three year, part time Owner/President Management Course at Harvard Business School in 2009.

Chad Slater, CFA

Executive Director, Joint CIO

Chad was previously a Portfolio Manager and Head of Currency and Macroeconomics at Hunter Hall for five years. Prior to Hunter Hall, Chad was an Investment Analyst at BT Financial Group, Sydney & Putnam Investments in Boston.

He began his career as an Economist at the Asutralian Federal Treasury. Chad holds a B.Comm and a B.Econ (Hons) from the University of Queensland and is a CFA Charter holder.

Fund Terms

Fund Name Trium Morphic ESG L/S Fund
Launch Date 7 March 2018
Domicile Ireland
Base Currency USD
Subscriptions Daily
Redemptions Daily
Redemption Fee 0%
Share Class F I M
Currency USD USD USD
Issue Price USD 100 USD 100 USD 100
Management Fee 0.50% 2.00% 1.00%
Performance Fee 5% 0% 15%
Min. Investment USD 1,000,000 USD 100,000 USD 5,000,000
Sedol BYWVF47 BD3HN21 BYX0W97

Service Providers

Umbrella Fund Trium UCITS Platform plc
Investment Manager Trium Capital LLP
Sub-Investment Manager Morphic Asset Management Pty Ltd
Administrator Northern Trust
Depositary Northern Trust
Prime Broker Morgan Stanley, London
Auditor Pricewaterhouse Coopers
Legal Advisor Dillon Eustace

Factsheets and other documents

Legal Information

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