Dedicated to sustainable investing
The EdenTree Sustainable Global Equity Fund is an actively managed fund that invests in listed global equities, targeting long-term capital growth with an income over five years or more.
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", which differentiates it from its growth-style peers. It aims to align with this ethos by conducting in-depth research and exploiting market inefficiencies. It also aims to engage closely with investees to accelerate progress towards best-in-class practices, including supporting a low-carbon future for the world economy.
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 Global Equity Fund was established in 1999. It holds approximately 50-70 stocks. It is managed by Lead Fund Manager David Osfield, Fund Manager Tom Fitzgerald and Associate Fund Manager Lydia Norman.
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 Global
Fund managers
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.
Thomas Fitzgerald
Fund Manager
Tom joined EdenTree in 2011 and has been co-manager of the EdenTree Sustainable Global Equity Fund since 2018. He also co-manages the Green Impact Equity Fund. He joined the Investment Team as a research analyst, where his primary responsibilities centred on global equity analysis, focusing in particular on the global technology sector. Tom graduated with a BSc (Hons) in Economics and Business Management from Oxford Brookes University and holds the Investment Management Certificate (IMC) and the CFA Certificate in ESG Investing.
Lydia Norman
Associate Fund Manager
Lydia joined EdenTree in 2016 and is the Associate Fund Manager on the Global Equities team. She started her career at EdenTree as a graduate investment analyst following a Masters degree in Physics (MSci) from University of Nottingham. Lydia's expertise began with equities coverage in healthcare and industrials and has since expanded to encompass broader global coverage. Lydia is a CFA Charterholder.
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