Dedicated to sustainable investing
The EdenTree Sustainable UK Equity Fund is an actively managed fund that aims to achieve long-term capital appreciation over five years or more and an income through a diversified portfolio of UK companies.
The Fund 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 invests across the UK market, with flexibility to allocate across large, mid and small-cap companies. This diversified approach enables the Fund’s management team to identify attractive opportunities and construct a balanced portfolio of sustainable businesses with long-term growth potential.
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
Launched in 1988, as EdenTree’s first fund, it set the stage for the firm’s commitment to responsible and ethical investing, positioning sustainability at the core of its investment philosophy for over three decades. It is managed by Greg Herbert and Chi-Chung Man.
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
01/03/1988
IA Sectors
UK All Companies
Fund managers
Greg Herbert, CFA
Fund Manager
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.
Chi-Chung Man, ACA, CFA
Fund Manager
Chi-Chung joined Edentree in 2016 as an Investment Analyst in the UK Equity team. He became an Associate Fund Manager for the Sustainable UK Equity Opportunities Fund in 2023 and has been the lead Fund Manager since January 2025. Before joining EdenTree, Chi-Chung began his career at Deloitte in audit. He is ACA qualified, a CFA Charterholder and holds the Investment Management Certificate, as well as certificates in Impact Investing, ESG Investing, and Climate and Investing. Chi-Chung graduated with a BSc in Economics from SOAS University of London.
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