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Fund Literature

Here you can find all documentation relating to us as a company, our fund range and how to invest with us. 

Fund fact sheets

EdenTree Global Impact Bond Fund

Class B Fact Sheet

EdenTree Green Future Fund

Class B Fact Sheet

EdenTree Responsible & Sustainable Multi-Asset Growth Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable Multi-Asset Balanced Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable Multi-Asset Cautious Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable European Equity Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable UK Equity Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable UK Equity Opportunities Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable Global Equity Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable Managed Income Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable Sterling Bond Fund

Class A Fact Sheet Class B Fact Sheet

EdenTree Responsible & Sustainable Short Dated Bond Fund

Class B Fact Sheet

Amity Global Equity Fund for Charities

Class X Fact Sheet

Amity Balanced Fund for Charities

Class X Fact Sheet

Key Investor Information Document and Supplementary Information Document

EdenTree Global Impact Bond Fund

KIID Class B

EdenTree Green Future Fund

KIID Class B

EdenTree Green Infrastructure Fund

KIID Class B KIID Class S

EdenTree Responsible and Sustainable European Equity Fund

KIID Class A KIID Class B

EdenTree Responsible and Sustainable Global Equity Fund

KIID Class A KIID Class B

EdenTree Responsible and Sustainable Sterling Bond Fund

KIID Class A KIID Class B

EdenTree Responsible and Sustainable UK Equity Opportunities Fund

KIID Class A KIID Class B

EdenTree Responsible and Sustainable UK Equity Fund

KIID Class A KIID Class B

EdenTree Responsible and Sustainable Short Dated Bond Fund

KIID Class B

EdenTree Managed Income Fund

KIID Class A KIID Class B

Amity Balanced Fund for Charities

KIID Class X

Amity Global Equity Fund for Charities

KIID Class X

EdenTree Multi-Asset Cautious Fund

KIID Class A KIID Class B

EdenTree Multi-Asset Balanced Fund

KIID Class A KIID Class B

EdenTree Multi-Asset Growth Fund

KIID Class A KIID Class B

Application form and prospectus

EdenTree Investment Funds Prospectus Series 1

24 Jan 2022
EdenTree Investment Funds Prospectus Series 1

Application Form - Stocks & Shares ISA

15 Nov 2021
Application Form - Stocks & Shares ISA

Nominee Application Form

16 Sep 2022
Nominee Application Form

APS Lump Sum Application Form - Stocks & Shares ISA

15 Nov 2021
APS Lump Sum Application Form - Stocks & Shares ISA

ISA Terms & Conditions

15 Nov 2021
ISA Terms & Conditions

Charity Application Form

25 Aug 2022
Charity Application Form

Cash ISA Transfer Authority

15 Nov 2021
Cash ISA Transfer Authority

EdenTree Investment Funds - Application Form

15 Nov 2021
EIF Application Form

Regular Savings Plan Amendment Form

15 Nov 2021
Regular Savings Plan Amendment Form

Switch Form

15 Nov 2021
Switch Form

Top-up Form

15 Nov 2021
Top Up Form

Transfer Authority and Transfer History Form

15 Nov 2021
Transfer Authority & Transfer History Form

EdenTree Investment Funds Prospectus Series 2

16 Sep 2022
EdenTree Investment Funds Prospectus Series 2

Sales aids and brochures

EdenTree Global Impact Bond Fund Sales Aid

28 Sep 2022

EdenTree Green Future Fund Sales Aid

28 Sep 2022

EdenTree Green Infrastructure Fund Sales Aid

28 Sep 2022

EdenTree Corporate Brochure

15 Mar 2022

EdenTree Short Dated Bond Fund Flyer

05 Feb 2021

Mapping the SDGs to Our Process

05 Feb 2021

EdenTree Multi-Asset Funds Brochure

01 Jul 2021

EdenTree UK equities funds overview

01 Jul 2021

How We Screen Companies

12 Aug 2022

How We Vote

11 May 2022

How We Engage

11 May 2022

Our fund report and accounts

EdenTree Investment Funds (Series 1) - Annual Report 2021

22 Apr 2022

EdenTree Investment Funds for Charities Report June 2021

07 Oct 2021

EdenTree Investment Funds Report (Series 2) December 2021

31 Dec 2021

EdenTree Investment Funds Report June 2021

08 Sep 2021

EdenTree Investment Funds Report Dec 2020

21 Apr 2021

EdenTree Investment Funds for Charities Report Dec 2020

17 Mar 2021

EdenTree Investment Funds Report June 2020

27 Aug 2020

EdenTree Investment Funds for Charities Report June 2020

14 Oct 2020

Edentree Investment Funds Report Dec 2019

13 May 2020

EdenTree Investment Funds for Charities Report Dec 2019

27 Feb 2020

EdenTree Investment Funds For Charities Report June 2019

16 Oct 2019

EdenTree Investment Funds Report June 2019

09 Oct 2019

EdenTree Investment Funds Long Report Dec 2018

31 Dec 2018

EdenTree Investment Funds for Charities Report Dec 2018

02 Jan 2019

EdenTree Investment Funds for Charities Report June 2018

01 Jun 2018

EdenTree Investment Funds Report June 2018

11 Jun 2018

EdenTree Investment Funds Report December 2017

31 Dec 2017

Fund Target Market & Assessment of Value Report

EdenTree Green Infrastructure Fund Target Market

15 Sep 2022
Target Market

Global Impact Bond Fund Target Market

24 Jan 2022
Target Market

Green Future Fund Target Market

24 Jan 2022
Target Market

EdenTree Investment Funds Assessment of Value Report

27 Apr 2022

EdenTree Investment Funds Report (Series 2) December 2021

31 Dec 2021

Managed Income Fund Target Market

24 Jan 2022
Target Market

EdenTree Responsible and Sustainable Global Equity Fund Target Market

05 Feb 2021
Target Market

EdenTree Responsible and Sustainable European Equity Fund Target Market

05 Feb 2021
Target Market

EdenTree Responsible and Sustainable Sterling Bond Fund Target Market

05 Feb 2021
Target Market

EdenTree RS UK Equity Opportunities Fund Target Market

05 Feb 2021
Target Market

EdenTree Responsible and Sustainable UK Equity Fund Target Market

05 Feb 2021
Target Market

EdenTree Responsible and Sustainable Short Dated Bond Fund Target Market

05 Feb 2021
Target Market

Amity Balanced Fund for Charities Target Market

05 Feb 2021
Target Market

Amity Global Equity Fund for Charities Target Market

05 Feb 2021
Target Market

EdenTree R&S Multi-Asset Cautious Fund Target Market

01 Jul 2021
Target Market

EdenTree R&S Multi-Asset Balanced Fund Target Market

01 Jul 2021
Target Market

EdenTree R&S Multi-Asset Growth Fund Target Market

01 Jul 2021
Target Market

Quarterly reports

EdenTree Responsible & Sustainable Sterling Bond Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable Global Equity Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable UK Equity Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable Multi-asset Cautious Fund Q2 2022 Report

26 Jul 2022

EdenTree Managed Income Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable Multi-asset Growth Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable European Equity Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable UK Equity Opps Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable Short Dated Bond Fund Q2 2022 Report

26 Jul 2022

EdenTree Green Future Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable Multi-asset Balanced Fund Q2 2022 Report

26 Jul 2022

EdenTree Global Impact Bond Fund Q2 2022 Report

26 Jul 2022

EdenTree Responsible & Sustainable European Equity Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable Multi-asset Cautious Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable UK Equity Fund Q1 2022 Report

09 May 2022

EdenTree Green Future Fund Q1 2022 Report

09 May 2022

EdenTree Managed Income Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable Short Dated Bond Fund Q1 2022 Report

10 May 2022

EdenTree Responsible & Sustainable Multi-asset Growth Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable Sterling Bond Fund Q1 2022 Report

09 May 2022

EdenTree Global Impact Bond Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable UK Equity Opps Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable Global Equity Fund Q1 2022 Report

09 May 2022

EdenTree Responsible & Sustainable UK Equity Opps Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable UK Equity Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable Short Dated Bond Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable Sterling Bond Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable Global Equity Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable Multi-asset Balanced Fund Q1 2022 Report

09 May 2022

EdenTree Managed Income Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable European Equity Fund Q4 2021 Report

01 Feb 2022

EdenTree Responsible & Sustainable European Equity Fund Q3 2021 Report

27 Oct 2021

EdenTree Responsible & Sustainable Global Equity Fund Q3 2021 Report

27 Oct 2021

EdenTree Responsible & Sustainable Sterling Bond Fund Q3 2021 Report

27 Oct 2021

EdenTree Responsible & Sustainable UK Equity Fund Q3 2021 Report

27 Oct 2021

EdenTree Higher Income Fund Q3 2021 Report

27 Oct 2021

EdenTree Responsible & Sustainable UK Equity Opps Fund Q3 2021 Report

27 Oct 2021

EdenTree Responsible & Sustainable Short Dated Bond Fund Q3 2021 Report

27 Oct 2021

Shareholder Notices

Notice to Investors of Edentree Investment Funds – Series 2

29 Mar 2022

Changes to the Company name and Sub Fund investment policies

14 Mar 2022
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