Trillium ESG Global Equity Fund - Trillium Asset Management

Shareclass
Trillium ESG Global Equity Fund Institutional Shares (PORIX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Engagement grade: This fund family frequently engages the companies it invests in to push for better behavior. Learn more about engagement and socially responsible investing.
Known Sustainability Engager
10.16%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
12
holdings flagged
10%
of assets flagged
Member of the Forum for Sustainable and Responsible Investment
This asset manager is a member of the Forum for Sustainable and Responsible Investment, a group advancing sustainable, responsible, and impact investing.
Member of The Forum for Sustainable and ResponsibleInvestment icon
This fund contains
 $77.02 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
1 holdings
1.02% of assets
$7.72 MILLION invested
consumers
Major consumer brands
11 holdings
9.14% of assets
$69.31 MILLION invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
Banks and lenders
Banks and lenders
1 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Bank of America Corp
    1.02%1.02% of portfolio
    $7.72M$7.72M invested
Major consumer brands
Major consumer brands
11 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
11 HOLDINGS
  • % of portfolio
    $ invested
  • 1. L'Oreal SA
    Paper/pulp major consumer brandPalm oil major consumer brand
    1.24%1.24% of portfolio
    $9.41M$9.41M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 2. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.22%1.22% of portfolio
    $9.26M$9.26M invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. TJX Cos Inc/The
    Cattle major consumer brandTimber major consumer brandPaper/pulp major consumer brand
    1.2%1.2% of portfolio
    $9.13M$9.13M invested
    Cattle major consumer brandTimber major consumer brandPaper/pulp major consumer brand
  • 4. LVMH Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1%1% of portfolio
    $7.56M$7.56M invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Target Corp
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.86%0.86% of portfolio
    $6.52M$6.52M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Dec 2025





Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer