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 SheetKey Investor Information Document and Supplementary Information Document
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
04 Aug 2020APS Lump Sum Application Form - Stocks & Shares ISA
31 Dec 2018ISA Terms & Conditions
30 Jun 2019Cash ISA Transfer Authority
03 Dec 2018EdenTree Investment Funds - Application Form
20 Nov 2018Investment Funds for Charities Prospectus
01 Jul 2020Charity Application Form
03 Aug 2019Regular Savings Plan Amendment Form
18 Aug 2020Switch Form
09 Jun 2015Top-up Form
18 Aug 2020Transfer Authority and Transfer History Form
12 Dec 2018Sales aids and brochures
Our fund report and accounts
Fund Target Market & Assessment of Value Report
Amity International Fund Target Market
14 Apr 2019Amity European 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
Webcasts/Videos29 Oct 2020
