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Amity Balanced Fund

Our Amity Balanced Fund is a multi-asset fund which aims to achieve both capital growth and income, by investing in companies which make a positive contribution to society and the environment through responsible and sustainable practises.

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Holdings

Fund manager insight

226123240
ABF - AEF

Fund manager Profile

Chris Hiorns

Chris Hiorns

CFA, Senior Fund Manager

Chris Hiorns has worked at EdenTree since 1996 having gained an MSc in Economics from University College London. He started as an Investment Analyst before being appointed as Fund Manager in 2007. He has managed the Amity Balanced Fund for Charities since launch in 2011 and the Amity Sterling Bond Fund since 2008. He has been a CFA Charterholder since 2004.

David Katimbo Mugwanya

David Katimbo-Mugwanya

CFA, Fund Manager

David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. Along with a BSc in Economics from the University of Essex, David holds the IMC and is a CFA Charterholder. His previous experience at Epworth Investment Management saw him excel at managing portfolios for a diverse clientele via designated mandates and or bespoke solutions.

David Osfield

CFA, Fund Manager

David joined EdenTree in July 2016 as joint Fund Manager on the Amity International Fund after beginning his career at Alliance Trust in 2002. David is passionate about sustainable investing and has completed a course in Sustainability Leadership at the University of Cambridge Institute. He has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.

Where to invest
  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • FE Alpha Manager
    FE Crown Rating
  • AMC
    Initial charge
    Min investment
    Min top-up
    Min regular savings
    Ongoing charge
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class A
    Class B
  • Sector
  • Fund Size
  • Launch Date
  • ISIN
  • SEDOL
  • Class A
    Class B
  • FE Alpha Manager
  • FE Crown Rating
  • Class A
    Class B
  • AMC
  • Initial Charge
  • Min Investment
  • Min top-up
  • Min regular savings
  • Ongoing charge
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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