Dedicated to sustainable investing
The EdenTree Sustainable Managed Income Fund aims to prioritise income, with the aim of 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, maintaining 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.
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 Managed Income Fund was launched in March 2023 and is managed by Greg Herbert, EdenTree's Head of UK Equities.
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.
As of February 2026, every EdenTree fund carries an FCA Sustainability Disclosure Requirements (SDR) Sustainability label, reflecting the consistency and rigour that underpins our approach to sustainable investment.
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
17/11/1994
IA Sectors
IA Mixed Investment 40-85% Shares
Our charity offering
We understand the unique challenges and financial constraints that charities often face. That’s why our Sustainable Managed Income Fund is designed to deliver reliable income while staying true to our core values of sustainable investing. We are delighted to offer charities a reduced Annual Management Charge (AMC) for our EdenTree Sustainable Managed Income Fund via the I share class.
By offering access to a lower AMC share class, we aim to help you maximise your resources and continue making a positive impact on society.
Our Sustainable Managed Income Fund has a track record of delivering consistent returns, investing in high-quality, income-generating assets to support your long-term goals.
Please contact us for more details.
Fund manager
Greg Herbert
Head of UK Equities
Greg Herbert is Head of UK Equities at EdenTree. He joined the firm in 2022 and is the lead fund manager on the EdenTree Sustainable Managed Income Fund and the EdenTree Sustainable UK Equity Fund.
Over his career, Greg has managed pan-European, North American and global equity products. Greg holds an MSc in Investment Management from Bayes Business School at City University and a BA (Hons) in Modern Languages from Bristol University.
EdenTree insights
Receive our latest news and insights
Sign up
