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.
Holdings
- Company Percentage
- ORANGE 3.64%
- LLOYDS BANKING GROUP PLC 2.90%
- BARCLAYS PLC 2.45%
- GSK PLC 2.41%
- HICL INFRASTRUCTURE PLC ORD 2.36%
- JLEN ENVIRONMENT 2.28%
- WPP PLC 2.28%
- REXEL 2.20%
- ABN AMRO BANK N.V. 2.20%
- LEGAL & GENERAL GROUP 2.19%
Amity Balanced Fund
Fund manager Profile
Chris Hiorns
CFA, Head of Multi-Asset and European Equities
Chris is responsible for leading the Multi Asset range of funds, the EdenTree Responsible & Sustainable European Equity Fund and the Amity Balanced Fund for Charities. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst, and is a CFA Charterholder.
David Katimbo-Mugwanya
Head of Fixed Income
David leads on EdenTree’s Responsible & Sustainable fixed income strategies, including the Sterling Bond, the Short Dated Bond and the Global Impact Bond Funds. David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. His previous experience at Epworth Investment Management saw him managing fixed income portfolios via designated mandates as well as bespoke solutions. Along with a BSc. Economics degree from the University of Essex, David is a CFA Charterholder. David is a member of the London Stock Exchange’s Primary Markets Group, an advisory group to the LSE on all matters affecting primary capital markets.
David Osfield
Fund Manager
David joined EdenTree in 2016 and leads management of the EdenTree Responsible & Sustainable Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. 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.
Where to invest-
SectorFund SizeLaunch DateISINSEDOL -
Class XUT Mixed Investment 40-85% Shares£23.59m04/04/2011GB00B3MV9484B3MV948
-
FE Alpha ManagerFE Crown Rating
-
Class Xn/a
-
AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
-
Class X0.55%0.00%£1000£1000n/a0.67%
-
FactsheetProspectusSemi Annual ReportAnnual ReportKIID
-
Class X
-
Class X
-
SectorUT Mixed Investment 40-85% Shares
-
Fund Size£23.59m
-
Launch Date04/04/2011
-
ISINGB00B3MV9484
-
SEDOLB3MV948
-
Class X
-
FE Alpha Managern/a
-
FE Crown Rating
-
Class X
-
AMC0.55%
-
Initial Charge0.00%
-
Min Investment£1000
-
Min top-up£1000
-
Min regular savingsn/a
-
Ongoing charge0.67%
-
Class X
-
Factsheet
-
Prospectus
-
Semi Annual Report
-
Annual Report
-
KIID