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Our Funds

We are a purpose-driven, active fund management business, and our entire product range seeks to align the goal of delivering superior investment performance over the long-term with positive outcomes for people and planet.

Our funds offer clients a rare breadth of responsible and sustainable investment solutions, including green impactful funds, providing investors with potential to diversify across fixed income, equities, multi-asset and listed green infrastructure.

funds

R&S European Equity

To achieve long-term capital growth over five years or more with an income through a diversified portfolio of European (ex-UK) companies. The EdenTree Responsible and Sustainable European Equity Fund aims to invest at least 80% in European (ex-UK) companies by investing in companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

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R&S Global Equity

To achieve long-term capital growth over five years or more with an income through a diversified portfolio of international (including the UK) companies. The EdenTree Responsible and Sustainable Global Equity Fund seeks to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

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Global Select Government Bond

To generate a regular income payable quarterly with some capital growth over a period of five years or more through investment in a portfolio of government and government-related green, social sustainable or impact bonds.

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Global Impact Bond

To deliver measurable positive environmental and social impact alongside a regular level of income.

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Green Future

To provide long term capital growth over 5 years or more with an income by investing globally in companies which, at the core of their business, provide sustainable solutions to some of the world's environmental challenges.

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Green Infrastructure

The Fund seeks to generate income with the potential for capital growth by investing in listed infrastructure-related companies, which demonstrate positive environmental outcomes.

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R&S Managed Income

To prioritise income, with the aim of exceeding the yield of the FTSE 250 Mid-Cap Index, together with capital growth over the longer term, five years or more. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed-interest securities and cash equivalents. The Fund will maintain a bias towards equities of 60 – 85%.

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R&S Short Dated Bond

The Fund aims to preserve capital and generate a regular income payable quarterly. The Fund will aim to invest at least 80% in short dated government bonds and debt instruments issued by companies that the manager believes make a positive contribution to society and the environment through sustainable and socially responsible practices.

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R&S Sterling Bond

The Fund aims to generate a regular level of income payable quarterly. The EdenTree Responsible and Sustainable Sterling Bond Fund seeks to invest in a highly diversified portfolio of Government bonds and good quality fixed interest securities issued by companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

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R&S UK Equity

To achieve long-term capital appreciation over five years or more and an income, through a diversified portfolio of UK companies. The EdenTree Responsible and Sustainable UK Equity Fund aims to invest at least 80% in UK companies whose primary listing is in the UK by investing in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

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R&S UK Equity Opportunities

To achieve long-term capital growth over five years or more with an income. The EdenTree Responsible and Sustainable UK Equity Opportunities Fund aims to invest at least 80% in a range of UK incorporated companies whose primary listing is in the UK, which the Manager believes offer good potential for long-term capital growth.

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Multi-Asset Funds

R&S Multi-Asset Balanced

The Fund aims to provide long-term capital growth and income over five years or more with a more moderate level of risk relative to other funds within our range.

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R&S Multi-Asset Cautious

The Fund aims to provide long-term capital growth and income over five years or more with a lower level of risk relative to other funds within our range.

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R&S Multi-Asset Growth

The Fund aims to provide long-term capital growth and income over five years or more with a higher level of risk relative to other funds within our range.

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