Dedicated to sustainable investing
The EdenTree Sustainable UK Equity Opportunities Fund is an actively managed fund with a growth-orientated, stock-picking approach that seeks to achieve long-term capital growth with an income over five years or more.
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 is overweight in small and mid-cap companies, as the Fund's management team believe the structural mispricing in the small and mid-cap market provides significant opportunity for stock picking.
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 UK Equity Opportunities Fund was launched in 1999 and is managed by Chi-Chung Man and Greg Herbert. It holds approximately 50-60 stocks.
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 UK
All Companies
Fund managers
Chi-Chung Man
Lead Fund Manager
Chi-Chung joined Edentree in 2016 and is the lead fund manager on the EdenTree Sustainable UK Equity Opportunities Fund. He started his career at Deloitte, is ACA qualified and a CFA Charterholder.
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.
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