Trinetra Emerging Markets Growth Trust

Please note - this trust is for Australian wholesale investors only.

OVERVIEW

Trinetra Emerging Markets Growth Trust (the Fund) is a registered managed investment scheme under the Corporations Act 2001 (Cth), with ASRN 629 674 040.

The Fund is a feeder fund, meaning that it will invest all or substantially all of its assets in the Trinetra Emerging Markets Growth Fund, a sub-fund of Trinetra UCITS ICAV (the Underlying Fund).

INVESTMENT OBJECTIVE

The Trinetra Emerging Markets Growth Trust aims to deliver strong, risk adjusted returns by anticipating EM social and environmental themes ahead of the market through deep ethnographic research.

INVESTMENT STRATEGY

The Fund invests in the Underlying Fund, which invests on a long-only basis and has an investment horizon of five years.

We use on-the-ground ethnographic research in Emerging Markets to anticipate trends. We construct a total return equity portfolio on a 5-year rolling basis, with the aim of exposing clients to the lowest possible risk by maximising risk-adjusted returns. We define ethnographic research as qualitative research techniques focused on observing the activities of consumers.

 

This technique involves spending time with consumers in their own environment (e.g., their homes or places of work) in order to understand their lives and the issues they face, for example how they access finance, healthcare and education, and what drives their consumption decisions.

We aim to observe a cross section of consumers from different socio-economic groups, different ages, both rural and urban, to get a representative sample of society which helps us form a view as to the general direction of socio-economic change. This research attempts to identify behaviours and patterns that indicate growth trends that may be overlooked by traditional research.
 

THE FUND IN BRIEF

  • Equity long-only fund investing in global Emerging Markets

 

  • Benchmark agnostic

 

  • Bottom-up, in-depth, qualitative ethnographic research 

  • Disciplined buy-and-sell strategy based on expected risk-adjusted returns

  • ESG is core and fully integrated in the investment selection process

  • Invests specifically in companies benefiting from growth in domestic consumption

FUND FACTS

Fund Documents 

- Product Disclosure Statement

- Reference Guide

- Application Form

- Additional Investment Form

- Withdrawal Form

- Latest Monthly Fund Update

- Fact Sheet

- Unit Prices

- Latest Quarterly Fund Update

Fund Facts

Responsible Entity

Custodian/Administrator

Investment Manager

ASRN

APIR

Please note - this information is for the use of Australian wholesale investors only.

OVERVIEW

Trinetra Emerging Markets Growth Trust (the Fund) is a registered managed investment scheme under the Corporations Act 2001 (Cth), with ASRN 629 674 040.

The Fund is a feeder fund, meaning that it will invest all or substantially all of its assets in the Trinetra Emerging Markets Growth Fund, a sub-fund of Trinetra UCITS ICAV (the Underlying Fund).

INVESTMENT OBJECTIVE

The Trinetra Emerging Markets Growth Trust aims to deliver strong, risk adjusted returns by anticipating emerging markets social and environmental themes before other investors through deep ethnographic research.

INVESTMENT STRATEGY

The Fund invests in the Underlying Fund, which invests on a long-only basis and has an investment horizon of five years.

We use on-the-ground ethnographic research in Emerging Markets to anticipate trends. We construct a total return equity portfolio on a 5-year rolling basis, with the aim of exposing clients to the lowest possible risk by maximising risk-adjusted returns. We define ethnographic research as qualitative research techniques focused on observing the activities of consumers.

 

This technique involves spending time with consumers in their own environment (e.g., their homes or places of work) in order to understand their lives and the issues they face, for example how they access finance, healthcare and education, and what drives their consumption decisions.

We aim to observe a cross section of consumers from different socio-economic groups, different ages, both rural and urban, to get a representative sample of society which helps us form a view as to the general direction of socio-economic change. This research attempts to identify behaviours and patterns that indicate growth trends that may be overlooked by traditional research.
 

THE FUND IN BRIEF

 

  • Equity long-only fund investing in global Emerging Markets

 

  • Benchmark agnostic

 

  • Bottom-up, in-depth, qualitative ethnographic research 

  • Disciplined buy-and-sell strategy based on expected risk-adjusted returns

  • ESG is core and fully integrated in the investment selection process

  • Invests specifically in companies benefiting from growth in domestic consumption

FUND FACTS

Fund Documents ​

- Product Disclosure Statement

- Reference Guide

- Application Form

- Additional Investment Form

- Withdrawal Form

- 2019 Financial Statements

- Monthly Fund Updates:

     - February 2019

     - March 2019

     - April 2019

     - May 2019

     - June 2019

     - July 2019

     - August 2019

     - September 2019

     - October 2019

     - November 2019

     - December 2019

     - January 2020

     - February 2020

     - March 2020

     - April 2020

     - May 2020

     - June 2020

     - July 2020
     -
August 2020

Responsible Entity

Custodian/Administrator

Investment Manager

ASRN

APIR

The Trust Company (RE Services )Limited

Mainstream Fund Services Pty Limited

Trinetra Investment Management LLP

629 674 040

PIM4232AU

Address

Trinetra Investment Management LLP
7 Stratford Place
London  W1C 1AY

Phone

+44 20 3908 8900

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© 2019 - Trinetra Investment Management
Trinetra Investment Management LLP is incorporated in England and Wales under company number OC415873 with registered address at
7 Stratford Place London W1C 1AY and is authorised and regulated by the Financial Conduct Authority (Firm reference number: 772919).  

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