The European Value Opportunity
The EdenTree Sustainable European Equity Fund is an actively managed fund that aims to achieve long-term capital growth with an income by investing in a diversified portfolio of European companies, excluding the UK.
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. The Fund's management team seeks to invest in companies that are trading at attractive valuations that could recover given a change in circumstances or economic conditions.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested. Selecting stocks due to our ethical criteria means that the choice of stocks is limited to a subset of the stock market and this could lead to greater volatility.
Investing for a better tomorrow
The EdenTree Sustainable European Equity Fund was launched in 1999 and has been managed by Chris Hiorns since 2007. It holds approximately 40-60 stocks across three broad themes: income accumulators, contrarian plays and hidden value.
Income accumulators are defined as out-of-fashion businesses with strong free cash flows, operating in relatively mature industries. Contrarian plays are businesses suffering from short-term challenges, which we believe have the potential for recovery. Hidden value companies are those that have been overlooked by the market, which we believe have longer-term structural growth opportunities.
Further information on the Fund’s Investment Objectives, Sustainability Objective and Sustainability Approach can be found in the Prospectus, Sustainability Disclosure and Key Investor Information Document. All are available via our Literature page.
Investing for a better tomorrow
EdenTree is an active investment management house dedicated to sustainable and impact investing – it’s all we do. We have a 35+ year track record in this space, having launched our first ethical fund in 1988.
Our experienced fund managers work collaboratively with our sustainable investment analysts to identify and support high-quality businesses contributing to positive, long-term structural change.
EdenTree is part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes.
Launch Date
13/09/1999
IA Sectors
IA Europe Excluding UK
Fund managers
Chris Hiorns
Head of European Equities
Chris Hiorns is EdenTree’s Head of European Equities. He has over 25 years’ experience investing across asset classes and joined EdenTree in 1996. He has managed the EdenTree Sustainable European Equity Fund since 2007. Chris holds an MSc. in Economics from University College London and is a CFA Charterholder.
David Osfield
Fund Manager
David joined EdenTree in 2016 and leads management of the EdenTree Sustainable Global Equity Fund. He began his career at Alliance Trust in 2002, where he focused on global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (Hons) in Business Finance from Durham University.
Lauren Smith
Associate Fund Manager
Lauren is Associate Fund Manager in EdenTree’s European Equity Team. Lauren joined from Rathbones where she was a Global Equity Analyst, providing sector and company analysis across the consumer discretionary and mining sectors. Prior to this Lauren held roles as Associate at BlackRock and European Equities Analyst at British Airways Pensions, having graduated from Nottingham University with a BA (Hons) in Russian Studies, Russian Language and Literature. Lauren is a CFA Charterholder and also holds the CFA Certificate in ESG Investing.
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