Fund Literature
Here you can find all documentation relating to us as a company, our fund range and how to invest with us.
Fund factsheets
EdenTree Global Impact Bond Fund
Class B FactsheetEdenTree Green Infrastructure Fund
Class B FactsheetEdenTree Short Dated Bond Fund
Class B FactsheetEdenTree Multi-Asset Growth Fund
Class B FactsheetEdenTree Multi-Asset Balanced Fund
Class B FactsheetEdenTree Green Future Fund
Class B FactsheetQuarterly reports
Key Investor Information Document and Supplementary Information Document
Sustainability Disclosure Requirements
EdenTree UK Equity Opportunities Fund
26 Mar 2025EdenTree Multi-Asset Cautious Fund
26 Mar 2025EdenTree Short Dated Bond Fund
26 Mar 2025EdenTree UK Equity Fund
26 Mar 2025EdenTree Sterling Bond Fund
26 Mar 2025EdenTree Multi-Asset Balanced Fund
26 Mar 2025EdenTree European Equity Fund
26 Mar 2025EdenTree Managed Income Fund
26 Mar 2025EdenTree Multi-Asset Growth Fund
26 Mar 2025EdenTree Global Equity Fund
26 Mar 2025Green Infrastructure Fund
03 Feb 2025Global Impact Bond Fund
03 Feb 2025Green Future Fund
03 Feb 2025Global Sustainable Government Bond Fund
03 Feb 2025SFDR & International Distribution
Application form and prospectus
EdenTree Investment Funds Prospectus Series 1
31 Mar 2025Regular Savings Plan Amendment Form
24 Mar 2025EdenTree Investment Funds - Application Form
24 Mar 2025Application Form - Stocks & Shares ISA
24 Mar 2025Cash ISA Transfer Authority
24 Mar 2025ISA Terms & Conditions
24 Mar 2025Top-up Form
24 Mar 2025Transfer Authority and Transfer History Form
24 Mar 2025APS Lump Sum Application Form - Stocks & Shares ISA
24 Mar 2025Nominee Application Form
24 Mar 2025Nominee Application Form – Existing Investors
24 Mar 2025Charity Application Form
24 Mar 2025EdenTree Investment Funds Prospectus Series 2
24 Mar 2025Switch Form
28 May 2024Intermediary Terms of Business
02 Feb 2024Sales aids and brochures
Our fund report and accounts
Fund Target Market & Assessment of Value Report
EdenTree Short Dated Bond Fund Target Market
24 Mar 2025Managed Income Fund Target Market
24 Mar 2025EdenTree Multi-Asset Cautious Fund Target Market
24 Mar 2025EdenTree European Equity Fund Target Market
24 Mar 2025EdenTree UK Equity Fund Target Market
24 Mar 2025EdenTree UK Equity Opportunities Fund Target Market
24 Mar 2025EdenTree Sterling Bond Fund Target Market
24 Mar 2025EdenTree Multi-Asset Balanced Fund Target Market
24 Mar 2025EdenTree Multi-Asset Growth Fund Target Market
24 Mar 2025EdenTree Global Equity Fund Target Market
24 Mar 2025Global Sustainable Government Bond Fund Target Market
03 Feb 2025EdenTree Green Infrastructure Fund Target Market
24 May 2024Green Future Fund Target Market
24 May 2024Global Impact Bond Fund Target Market
24 May 2024Shareholder Notices
EdenTree Insights
Whitepaper24 Feb 2025