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Our funds

At EdenTree we believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. Which is why we adhere to our approach of Profit with Principles firmly believing that the companies still returning results tomorrow will be the ones acting responsibly today, both internally and within their communities. Our funds have won multiple awards for this approach and we are confident that they will continue to be recognised for their performance as we move forward. 

Amity European

4 FE Crown rated

European Fund

Our European Fund seeks out undervalued equities across Europe. Managed by Chris Hiorns, it aims to achieve long-term capital growth and a reasonable level of income through a diversified portfolio. Chris seeks out companies which are making a positive contribution to their communities and the environment, as we believe these are more likely to yield long-term growth. The fund is overweight in the industrials and financial sectors and hopes to benefit from a vibrant and recovering Eurozone. Its asset allocation is highest in France and Germany, followed by the Netherlands. Find out more…

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Amity International

1 FE Crown rated

This fund, manged by David Osfield and Rob Hepworth, seeks out companies that are setting an example through their environmental and corporate governance policies. Launched in 1999, it aims to generate long-term capital growth with a reasonable income for investors. Its asset allocation is highest in Asia ex Japan followed by the US and Europe. Find out more…

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Amity UK

2 FE Crown rated

With its highly diversified portfolio, this fund is designed to appeal to investors seeking to preserve capital and avoid long-term risk. It was one of the first ethical funds in the UK and has been running for nearly 30 years, under the stable stewardship of the same Fund Manager, our Director of Group Investments Sue Round. Top holdings include the likes of Dechra, BT Group, GSK and Halma. It focuses on companies offering robust balance sheets, solid cash flows, growing dividends and strong market positioning. The fund currently maintains an overweight position in the food and drug retailers, healthcare and life insurance sectors. Find out more…

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Amity Sterling Bond

4.26% distribution yield

Co-managed by Chris Hiorns and David Katimbo Mugwanya this fund aims to achieve an attractive level of income in a highly diversified portfolio. The portfolio is predominantly invested in corporate bonds but also includes UK gilts, preference shares and permanent interest-bearing securities, with a spread of durations. It is roughly 40% invested in bonds with an expected maturity of 0-5 years and 45% with a maturity of 5-15 years. Both Rob and Chris maintain a macro-economic focus on the UK economy to try to identify new opportunities. Find out more…

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Higher Income

FE 2017 Alpha Manager

Rob Hepworth has managed this multi award-winning fund since its launch in 1994. During this time it has significantly outperformed the FTSE All-Share Index. Rob attributes much of this to tactical asset allocation between equities and bonds while maintaining a strong income yield as well. The fund operates in the IA Mixed Investment 40%-85% shares sector and typically holds about 70% in shares and 30% in bonds and cash, although Rob will vary this depending on the macro-economic environment. Rob employs a value-based approach, favouring companies trading on attractive valuations with good balance sheets. He also prefers shares that are paying good dividends. Portfolio turnover is low and the fund provides broad diversification at a stock and bond level and comprises about 100 holdings including Royal Dutch Shell, GSK and TescoFind out more…

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UK Equity Growth

2 FE Crown rated

UK Equity Growth

The UK Equity Growth Fund is a multi-cap fund with a small-cap bias investing in UK equities, particularly those outside of the FTSE 100. Managed by Phil Harris, it is a long-only equity fund with the intention of outperforming the FTSE All-Share Index. In order to achieve this, it uses a stock-picking approach rather than taking an overweight or underweight position against the benchmark index. It roughly maintains half of its holdings in FTSE 100 shares and half in small to mid-cap companies, although these proportions vary. Examples of holdings include ITV, Bellway and FeverTree, chosen for their leading positions in growing markets, superior profit margins and strong balance sheets. Phil also focuses particularly on growth small-caps utilising a significant analytical and risk overlay. Find out more…

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Amity Short Dated Bond

1.00% target yield

In the current market conditions, investors in the bond markets are struggling to make a return against the dual pressures of low yields and high credit risk. The Amity Short Dated Bond Fund, co-managed by David Katimbo-Mugwanya and Chris Hiorns, has been carefully modelled to give it the structure, quality and duration to protect and grow investor capital in this difficult and uncertain market climate. Find out more…

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Funds for Charities

Our charity funds are both positively and negatively screened to ensure that our institutional clients can rest easy knowing that their returns are ethically obtained. We realise our clients are themselves held to high standards of accountability in this sector and aim to mimic this in our own approach to investing. 

 

Amity Balanced

2 FE Crown rated

Amity Balanced
The Amity Balanced Fund has a long term objective of achieving a balance between income and capital growth, the balanced fund invests in a mix of UK gilts, corporate bonds and global equities. Find out more…
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Amity Global
Equity Income

1 FE Crown rated

Amity Global Equity Income

Investing wholly in equities, the Amity Global Equity Income Fund aims to provide above average income from investing in global companies whose share price will rise over the long term whilst still providing strong dividend yields along the way. Find out more…

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EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.