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About us

About us

EdenTree is an investment management firm with a strong heritage of delivering profit with principles. We provide an award-winning fund range managed responsibly by some of the UK’s most highly rated Fund Managers. Our investment team has some of the longest continuous track records of any in the City. We believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. That’s why we adhere to our profit with principles approach. We firmly believe that the companies still returning results tomorrow will be the ones acting responsibly today, both internally and within their communities.

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At EdenTree we’ve got a proud 30 year track record of delivering long term results. We believe that strong results can not only be achieved by investing responsibly, but are more likely to achieve out performance when investing in companies with sustainable environmental, social and governance policies in place. We echo this sentiment in our own corporate activity being owned by a charity. Over the past 3 years, the Ecclesiastical Group donated over £50m to Allchurches Trust our charitable owner. This recently lead to us being listed as the fourth biggest corporate charitable donor in the UK, a considerable achievement considering the relative size of the Ecclesiastical Group compared to the other firms in the top ten.

Today, we’ve got £2.7bn* under management. We have a range of Amity-screened funds offering the opportunity to diversify across asset classes and regions, as well as two non-screened funds to choose from and two funds for charities. With a strong history of awards, research initiatives and a committed and consistent team we are dedicated to servicing our clients to the highest standards possible. We hope to continue this work and achievements well into the future.

We are proud of our clear culture and strong values, that focus on our business, our people, our environment, our community and our customers. You can read our Culture and Values Statement here.

* Source: EdenTree as at 30 June 2018

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Our latest awards

FE Alpha Manager 2018
Robin Hepworth

Moneyfacts Best Ethical Investment Provider
Nine Years Running 2009-2017

FE Alpha Manager 2017
Robin Hepworth

Moneyfacts Best Ethical Investment Provider
Eight Years Running 2009-2016

Money Observer Rated Fund
UK Equity Growth Fund

FE Alpha Manager 2016
Robin Hepworth

Moneyfacts Best Ethical Investment Provider
7 years running 2009-2015

RSMR R Awards
Higher Income Fund

FundCalibre Elite Provider Award
Equities

2015 Citywire Platinum rated
Mixed Asset Sector

2015 Lipper's Best Group over 3 years
Mixed Assets Small

FUNDCLASS European Funds Trophy for Best European Asset Manager
four to seven Funds 2012-2015

All content correct as at 30 June 2018 unless otherwise stated.

EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.