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 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 A Fact SheetAmity Global Equity Fund for Charities
Class A 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 AAmity Global Equity Fund for Charities
KIID Class AApplication form and prospectus
Application Form - Stocks & Shares ISA
06 Apr 2021EdenTree Investment Funds Prospectus
06 Apr 2021Investment Funds for Charities Prospectus
06 Apr 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 2021Quarterly reports
EdenTree Insights
EdenTree Insight reports24 Mar 2021
