Our Funds

EdenTree Sustainable European Equity Fund

The Fund aims to achieve long-term capital growth over five years or more with an income through a diversified portfolio of European (excluding UK) companies.

It seeks to invest at least 80% in companies that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, companies must pass our stringent sustainability assessment, the EdenTree Standard.

The Fund's value approach means it takes an inherently contrarian stance, focusing on stocks that are out-of-favour. Its management team seek to find companies that are trading at attractive valuations that they believe could recover given a change in circumstances or economic conditions.

EdenTree Sustainable Global Equity Fund

The Fund aims to achieve long-term capital growth over five years or more with an income through a diversified portfolio of international (including the UK) companies.

It seeks to invest at least 80% in companies that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, companies must pass our stringent sustainability assessment, the EdenTree Standard.

The Fund's value approach is exemplified by its ethos "sustainability at a reasonable price", differentiating it from its growth-style peers. Its management team seeks to find sustainable, undervalued companies that could benefit from secular growth trends.

EdenTree Global Sustainable Government Bond Fund

The Fund aims 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.

It seeks to invest at least 80% in bonds where the proceeds will be used specifically to finance projects that support a reduction in carbon emissions caused by human activities and/or enable greater access to basic social services.

Sustainable sovereign debt can be a core source of resilient returns, particularly for investors seeking income, diversification and exposure to the long-term transition of the global economy.

EdenTree Global Impact Bond Fund

The Fund aims to invest in fixed income securities globally to deliver a regular level of income, payable quarterly.

It seeks to invest in sustainability-labelled bonds (such as green, social and sustainability bonds) whose proceeds will be used to support a reduction in greenhouse gas emissions and/or enable greater access to basic services for underserved communities.

With robust standards and clear use-of-proceeds frameworks, the Fund's management team believe labelled bonds issued by companies at the forefront of addressing societal challenges are a fundamental way for investors to generate positive impact in public fixed income.

EdenTree Green Impact Equity Fund

The Fund aims to provide capital growth over five years or more with an income.

It seeks to invests in companies whose products and services support a reduction in the level of greenhouse gas emissions by offering solutions that address aspects of climate change.

The Fund seeks to build a portfolio of holdings that are directly reducing dependence on fossil fuels and helping to bring about the transition to a net zero global economy.

EdenTree Green Impact Infrastructure Fund

The Fund aims to generate income with the potential for capital growth by investing in infrastructure-related companies around the globe.

It seeks to invest in companies whose products, services or assets support a reduction in the level of greenhouse gas emissions. This includes products and services that reduce the global economy's reliance on fossil fuels, increase energy efficiency, offer alternative energy sources or improve the sustainable use of natural resources.

EdenTree Sustainable Managed Income Fund

The Fund aims to prioritise income, exceeding the yield of the FTSE 250 Index, together with capital growth over the longer term (five years or more). The Fund's manager seeks to achieve this by investing in a mix of equities, fixed income and cash equivalents, maintaning a bias towards equities of 60-85%.

It seeks to invest at least 70% in organisations that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, organisations must pass our stringent sustainability assessment, the EdenTree Standard.

EdenTree Sustainable Short Dated Bond Fund

The Fund aims to preserve capital and generate a regular income, payable quarterly.

It seeks to invest at least 70% in organisations that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, organisations must pass our stringent sustainability assessment, the EdenTree Standard.

Our investment approach focuses on good-quality, short-dated credits with attractive yields. The Fund’s management team analyse fundamentals, management quality and debt covenants to gauge profitability, cash flow generation and leverage.

EdenTree Sustainable Sterling Bond Fund

The Fund aims to generate a regular income, payable quarterly.

It seeks to invest at least 70% in organisations that the manager classifies as sustainable, which are making a positive contribution to people and the planet. In order to demonstrate this positive contribution, organisations must pass our stringent sustainability assessment, the EdenTree Standard.

The Fund's management team seeks to identify high-quality organisations by analysing fundamentals, management quality and debt covenants to gauge profitability, cash flow generation and leverage.

EdenTree Sustainable UK Equity Fund

The Fund seeks to achieve long-term capital appreciation over five years or more and income through investment in a diversified portfolio of UK companies.

It seeks to invest at least 80% in companies that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, companies must pass our stringent sustainability assessment, the EdenTree Standard.

EdenTree Sustainable UK Equity Opportunities Fund

The Fund seeks to achieve long-term capital growth over five years or more with an income.

It seeks to invest at least 80% in companies that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, companies must pass our stringent sustainability assessment, the EdenTree Standard.

The Fund is overweight in small and mid-cap companies, as its management team believe the structural mispricing in the small and mid-cap market provides significant opportunity for stock picking.