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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.

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 £2.5bn* 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 April 2016
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Senior Fund Managers

Rob Hepworth
Chief Investment Officer and Senior Fund Manager
Our Chief Investment Officer Rob Hepworth has had a prolific career since joining us as an Investment Analyst in 1988. He figures in Citywire's selection list of top fund managers over the last decade, is a Trustnet 2017 Alpha Manager and a member of their ‘hall of fame’ for consistent performance.  He is also a former Investment Week Fund Manager of the year. Rob is best known for his contrarian approach as well as for his skill in tactical asset allocation and switching. He is currently in the midst of scaling the 550 miles across the French Pyrenees and is certified to sky-dive on his own. 
Sue Round
Director of Group Investments and Senior Fund Manager
Starting her career as a trainee fashion buyer at the House of Fraser in the 70s, Sue realised early on she had real interest in investment and made the brave decision to jump into the male-dominated world of investment management in the early 1980s as a junior researcher. She is today Director of Group Investments at EdenTree and has successfully managed the Amity UK Fund for over 27 years. Additionally, she is a keen gardener and can frequently be found haggling the best price on antiques.

Senior Investment Team

David Osfield, CFA
Fund Manager

David joined EdenTree in July 2016 as joint Fund Manager on the Amity International Fund after beginning his career at Alliance Trust in 2002. During his time there David largely focused on Asian equities, although has also covered pan-European and Global equities.  His investment philosophy focuses on long-term, bottom up investing and is passionate about sustainable investing having completed a course in Sustainability Leadership at the University of Cambridge Institute. David was also selected for the Alliance Trust Emerging Leaders Group which received tailored development opportunities provided by Harvard Business School & University of Strathclyde Business School. David has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.

Chris Hiorns, CFA
Fund Manager

An acknowledged expert in both Europe and Fixed Income. Chris has worked at EdenTree since 1996. He started as a Graduate Trainee and worked as an Investment Analyst before being appointed as the Fund Manager for the Amity European Fund in 2007 and co-manager of the Amity Sterling Bond Fund in 2008.

Ketan Patel, CFA
Fund Manager

Ketan began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan leads the team’s company research, supporting the fund managers’ investment decision making. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.

Phil Harris
Fund Manager
A graduate from Southampton University with a degree in modern history, politics and economics, Phil started his career at Albert E Sharp in Birmingham as a private client executive and analyst before being internally promoted to work on their small companies and UK general funds. Since then he has grown his extensive knowledge of small and mid cap companies across Threadneedle, Credit Suisse, Hermes and RWC before coming to EdenTree as a Fund Manager on the UK Equity Growth Fund. Phil’s investment style focuses on growth small companies with a significant analytical and risk overlay. When not in the office he can be found on a jumbo jet looking to explore the culture, history and politics of Brazil. 
 
David Katimbo-Mugwanya, CFA
Fund Manager
David joined EdenTree in 2015 bringing almost a decade of Fixed Income investment experience to our portfolios. David is a CFA charterholder and holds the IMC as well as a BSc in Economics from the University of Essex. His investment style centres on a top-down macro-economic focus and evaluating investment opportunities across Global Fixed Income markets including sovereigns, corporates, inflation-linked bonds and money market instruments. His previous experience at Epworth Investment Management saw him managing Institutional client and charity portfolios where he excelled in being flexible within mandates and operating controlled risk parameters. David has a keen interest in tennis, swimming and athletics and is also fluent in French. 
Neville White
Head of SRI Policy and Research

Neville is responsible for SRI policy and research and leads on global corporate governance proxy voting and engagement with business around environmental, social and governance issues. He previously managed socially responsible investment for a number of church and charity investment managers. He’s also the Chairman of a Chapter of Amnesty International.

Sales Team

Phil Baker
Head of Institutional Business Development

Philip leads EdenTree’s institutional business, providing investment solutions and services to charities and other institutions.  Philip joined EdenTree in 2009 from Fidelity International, where he worked within sales, marketing and operations, both with investment platform FundsNetwork and Fidelity’s Investment Solutions Group.

020 7680 5844
07825 982 945
philip.baker@edentreeim.com

Adrian Judge
Regional Sales Manager

Adrian is responsible for IFA and intermediary relationships in the Southern Region (Southern England, Central England, East Anglia & South Wales). Adrian was formerly an independent financial adviser. 

020 7680 5862
07990 564 047
adrian.judge@edentreeim.com

Chris King
Regional Sales Manager

Chris takes care of IFA and intermediary relationships in the Northern region. (Northern England, Scotland, Northern Ireland & North Wales). He has over 10 years' experience in financial services and uses his industry knowledge and experience to help intermediaries in his region. Chris holds the Diploma in Financial Planning and is working towards becoming a Chartered Financial Planner. He is a passionate sports fan and once ran through the streets of Leeds dressed as Santa for charity.  

07767 343 916
chris.king@edentreeim.com

Amity Panel

George Prescott
Chartered accountant BA FCA

George Prescott is a chartered accountant and until his retirement in 2009, was Deputy Group Chief Executive of Ecclesiastical Insurance Group. In the UK he is chairman of Giles Insurance Brokers, a member of the board of JP Morgan Cazenove Pension Trustee Company, and a Director and Chairman of the Audit Committee of Capital Gearing Trust Plc. He is also a director of Mapfre USA and Commerce Insurance (US). He is a trustee of M&G Charibond and Charifund. George is also a member of the Court and of the Finance & Investment Committee of the Worshipful Company of Coopers.

William Oulton
Global Head of Responsible Investment, First State Investments

Will Oulton is the Global Head of Responsible Investment at First State Investments based in the UK. Previous to this he was the Head of Responsible Investment for Mercer Investments across Europe, the Middle East and Africa, advising institutional investors on environmental, social and corporate governance matters. He has more than 10 years of experience working in sustainable and responsible investment. Before joining Mercer, Will was the director of responsible investment at FTSE Group, where he led the development of FTSE’s global sustainability indices and services including the FTSE4Good. He is also a fellow of the Royal Society of Arts, an Honorary Associate Professor at Nottingham University Business School’s International Centre for Corporate Social Responsibility and sits on a number of investment industry advisory committees. 

Julie McDowell
Independent consultant

Julie McDowell is an independent consultant with over 25 years’ experience in law and finance. From 2001 to 2013 she led the Responsible Investment Team at Standard Life Investments, one of the UK’s largest fund managers. She specialised in extractive industries for over ten years and has served on numerous advisory groups relating to extractive industries, human rights, climate change and corporate reporting. She was a member of the Board of the Extractive Industries Transparency Initiative (EITI) from 2009 to 2013 and chaired the Validation Committee from 2009 to 2012. 

Helen Crosby
Environmental consultant

Helen joined the Advisory Panel of the Amity Fund in 2008. With an ecological, business and legal background, Helen's specific interest is in understanding the contribution of environmental and social issues to business risk. Helen is an independent consultant specialising in environmental and sustainability issues with a focus on environmental assessment, working to national and international standards. Helen also has experience in sustainability appraisal, feasibility assessment, and strategic development projects across a range of industries including infrastructure, manufacturing, mining and services, having worked in the United Kingdom, United States of America, southern and east Africa and Mongolia.

Rt Rev Dr Nigel Peyton
Bishop of Brechin

The Rt Rev Dr Nigel Peyton was elected and consecrated Bishop of the Diocese of Brechin in 2011, returning to the City of Dundee where he was ordained in 1976. Between 1985 and 2011 Nigel served in the Diocese of Southwell & Nottingham, first as an inner city vicar and from 1999 as Archdeacon of Newark and Canon of Southwell Minster. Nigel has been a long-serving member of the Church of England’s General Synod, a school governor and chaplain, magistrate and a Non-Executive Director of Ecclesiastical Insurance Group (2005-2012).

 
FE Alpha Manager 2017
FE Alpha Manager 2017
Robin Hepworth
Moneyfacts Best Ethical Investment Provider
Moneyfacts Best Ethical Investment Provider
Eight Years Running 2009-2016
Money Observer Rated Fund
Money Observer Rated Fund
UK Equity Growth Fund
FE Alpha Manager 2016
FE Alpha Manager 2016
Robin Hepworth
Moneyfacts Best Ethical Investment Provider
Moneyfacts Best Ethical Investment Provider
7 years running 2009-2015
RSMR R Awards
RSMR R Awards
Higher Income Fund
FundCalibre Elite Provider Award
FundCalibre Elite Provider Award
Equities
2015 Citywire Platinum rated
2015 Citywire Platinum rated
Mixed Asset Sector
2015 Lippers Best Group over 3 years
2015 Lipper's Best Group over 3 years
Mixed Assets Small
FUNDCLASS European Funds Trophy for Best European Asset Manager
FUNDCLASS European Funds Trophy for Best European Asset Manager
four to seven Funds 2012-2015
2015 Citywire Silver rated
2015 Citywire Silver rated
for Equity UK (All Companies)
2014 Money Observers Best Larger UK Growth Fund
2014 Money Observer's Best Larger UK Growth Fund
UK Equity Growth Fund
2014 Money Observers Best Ethical/SRI Equity Fund
2014 Money Observer's Best Ethical/SRI Equity Fund
Amity UK Fund
2014 Money Observers Highly Commended Smaller UK Bond Fund
2014 Money Observer's Highly Commended Smaller UK Bond Fund
Amity Sterling Bond
2014 Citywire Platinum rated
2014 Citywire Platinum rated
Mixed Asset Sector
2014 Citywire Gold rated
2014 Citywire Gold rated
Global Equity Sector
2014 Lippers Best Mixed Asset GBP Balanced Fund
2014 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2014 Consistent Outperformance
2014 Consistent Outperformance
Higher Income Fund
2014 Morningstar Best UK Flex-cap Equity Fund
2014 Morningstar Best UK Flex-cap Equity Fund
UK Equity Growth Fund
2014 Money Observer Rated Fund
2014 Money Observer Rated Fund
Amity Sterling Rated Fund
2014 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
2014 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
Higher Income Fund
2013 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
2013 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
Higher Income Fund
2013 Money Observers Best Ethical/SRI Bond Fund
2013 Money Observer's Best Ethical/SRI Bond Fund
Amity Sterling Bond Fund
2013 Lippers Best Mixed Asset GBP Balanced Fund
2013 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2013 Lippers Best Mixed Asset GBP Balanced Fund
2013 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 5 years
2013 What Investment Best Multi-Asset Fund
2013 What Investment Best Multi-Asset Fund
Higher Income Fund
2012 Climate Change & Ethical Investments Best Ethical Investment Fund
2012 Climate Change & Ethical Investment's Best Ethical Investment Fund
Amity UK Fund
2012 Money Observers Best Ethical/SRI Fund
2012 Money Observer's Best Ethical/SRI Fund
Amity International Fund
2012 Lippers Best Mixed Asset GBP Balanced Fund
2012 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 5 years
2012 Lippers Best Mixed Asset GBP Balanced Fund
2012 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2011 Money Observers Best Global Growth Fund
2011 Money Observer's Best Global Growth Fund
Amity International Fund
2011 Lippers Best Mixed Asset GBP Balanced Fund
2011 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 3 years
2011 Lippers Best Mixed Asset GBP Balanced Fund
2011 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 5 years
2011 Lippers Best Mixed Asset GBP Balanced Fund
2011 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2011 Morningstars Best Global Large Cap Equity Fund
2011 Morningstar's Best Global Large Cap Equity Fund
Amity International Fund

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.