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
Amity Short Dated Bond Fund
Class B Fact SheetAmity Balanced Fund for Charities
Class A Fact SheetAmity Global Equity Fund for Charities
Class A Fact SheetKIID and SID
Amity Short Dated Bond Fund
KIID Class BAmity Balanced Fund for Charities
KIID Class AAmity Global Equity Fund for Charities
KIID Class AApplication form and prospectus
Application Form - Stocks & Shares ISA
12 Feb 2019EdenTree Investment Funds Prospectus
01 Oct 2019APS Lump Sum Application Form - Stocks & Shares ISA
31 Dec 2018ISA Terms & Conditions
01 Feb 2019Cash ISA Transfer Authority
03 Dec 2018EdenTree Investment Funds - Application Form
20 Nov 2018Investment Funds for Charities Prospectus
31 Jul 2019Charity Application Form
07 Apr 2019Regular Savings Plan Amendment Form
03 Oct 2016Switch Form
09 Jun 2015Top-up Form
23 Aug 2016Transfer Authority and Transfer History Form
12 Dec 2018Sales aids and brochures
Our fund report and accounts
Fund Target Market
Amity European Fund Target Market
14 Apr 2019Amity International Fund Target Market
14 Apr 2019Amity Sterling Bond Fund Target Market
14 Apr 2019UK Equity Growth Fund Target Market
14 Apr 2019Amity UK Fund Target Market
14 Apr 2019Amity Short Dated Bond Fund Target Market
14 Apr 2019Higher Income Fund Target Market
14 Apr 2019Amity Balanced Fund for Charities Target Market
14 Apr 2019Amity Global Equity Fund for Charities Target Market
14 Apr 2019Quarterly reports
EdenTree Insights
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EdenTree in the news30 Mar 2020
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