The Trient Dynamic Balanced fund is as sub-fund established under Trient UCITS Funds (Ire) Plc, an umbrella fund company with segregated liability between funds and authorized by the Central Bank of Ireland. The Trient Dynamic Balanced Fund is approved for cross border marketing and distribution by the Financial Supervisory Authority of Norway.
The Trient Dynamic Balanced is a macro multi-strategy fund aiming at long term appreciation of purchasing power. Expected long term volatility is in the range of 5% to 10%, and the fund targets an annualized return 4% above the risk-free rate during an economic cycle. The manager aims at creating returns by utilizing time varying risk premiums through dynamic exposure to asset classes, risk factors and single assets in financial markets.
The portfolio will consist of three main strategies; long term market and risk factor exposure (“beta”), medium term directional exposure to assets and risk factors, and medium term relative exposure between assets and risk factors. Portfolio construction and allocation of risk between the strategies and within strategies, are based on fundamental valuations and expected risk-reward characteristics.
Key information Trient Dynamic Balanced Fund Class B:
Key information Trient Dynamic Balanced Fund Class C:
Key information Trient Dynamic Balanced Fund Class I: