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Our Funds

Our range of fixed income, equity and multi asset funds offer clients the chance to diversify across asset classes, regions and strategies, but with the central philosophy that achieving consistent, long-term returns are more important than capitalising on short-term market trends. For clients interested in services for the third sector, we also offer two specialist funds for charities.

funds

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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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 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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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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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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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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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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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

Multi-Asset Balanced

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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Multi-Asset Cautious

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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Multi-Asset Growth

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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Funds for charities

Our specialist funds for charities provide our clients in the voluntary sector with the services that they need the most – capital preservation, a sustainable income and a responsible investment approach which naturally aligns with a charity’s vision and safeguards their reputation.

Amity Balanced

The Fund is a tax-elected Fund and aims to achieve a balance between capital growth and income. The Fund seeks to primarily invest in a diversified portfolio of UK and international shares and bonds issued by governments and companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

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Amity Global Equity

The Fund’s primary objective is to deliver longer term capital appreciation and an income from a portfolio of global equities. The Fund seeks to primarily invest in a diversified portfolio of equities of UK and international companies which make a positive contribution to society and the environment through sustainable and socially responsible practises.

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