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 Responsible & Sustainable Multi-Asset Growth Fund
Class B Fact SheetEdenTree Responsible & Sustainable Multi-Asset Balanced Fund
Class B Fact SheetEdenTree Responsible & Sustainable Multi-Asset Cautious Fund
Class B Fact SheetEdenTree Responsible & Sustainable UK Equity Opportunities Fund
Class A Fact Sheet Class B Fact SheetEdenTree Responsible & Sustainable Short Dated Bond Fund
Class B Fact SheetAmity Balanced Fund for Charities
Class X Fact SheetAmity Global Equity Fund for Charities
Class X Fact SheetKey Investor Information Document and Supplementary Information Document
EdenTree Responsible and Sustainable Short Dated Bond Fund
KIID Class BAmity Balanced Fund for Charities
KIID Class XAmity Global Equity Fund for Charities
KIID Class XEdenTree R&S Multi-Asset Cautious Fund
KIID Class BEdenTree R&S Multi-Asset Balanced Fund
KIID Class BEdenTree R&S Multi-Asset Growth Fund
KIID Class BApplication form and prospectus
Application Form - Stocks & Shares ISA
06 Apr 2021EdenTree Investment Funds Prospectus Series 1
01 Jul 2021EdenTree Investment Funds Prospectus Series 2
01 Jul 2021APS Lump Sum Application Form - Stocks & Shares ISA
06 Apr 2021ISA Terms & Conditions
06 Apr 2021Cash ISA Transfer Authority
06 Apr 2021EdenTree Investment Funds - Application Form
06 Apr 2021Charity Application Form
06 Apr 2021Regular Savings Plan Amendment Form
06 Apr 2021Switch Form
06 Apr 2021Top-up Form
06 Apr 2021Transfer Authority and Transfer History Form
06 Apr 2021Sales aids and brochures
Our fund report and accounts
Fund Target Market & Assessment of Value Report
EdenTree Responsible and Sustainable Global Equity Fund Target Market
05 Feb 2021EdenTree Responsible and Sustainable European Equity Fund Target Market
05 Feb 2021EdenTree Responsible and Sustainable Sterling Bond Fund Target Market
05 Feb 2021EdenTree RS UK Equity Opportunities Fund Target Market
05 Feb 2021EdenTree Responsible and Sustainable UK Equity Fund Target Market
05 Feb 2021EdenTree Responsible and Sustainable Short Dated Bond Fund Target Market
05 Feb 2021Higher Income Fund Target Market
05 Feb 2021Amity Balanced Fund for Charities Target Market
05 Feb 2021Amity Global Equity Fund for Charities Target Market
05 Feb 2021EdenTree R&S Multi-Asset Cautious Fund Target Market
01 Jul 2021EdenTree R&S Multi-Asset Balanced Fund Target Market
01 Jul 2021EdenTree R&S Multi-Asset Growth Fund Target Market
01 Jul 2021Quarterly reports
EdenTree Insights
EdenTree in the news10 Sep 2021
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