Amity Global Equity Fund
Our Amity Global Equity Fund looks to deliver longer term capital appreciation and an income from a portfolio of global equities.
Holdings
- Company Percentage
- ASR NEDERLAND N.V. 4.05%
- SWISS RE LTD 3.33%
- DEERE & CO 3.30%
- NOVO NORDISK A/S 2.96%
- MICROSOFT CORP 2.88%
- NOVARTIS AG 2.64%
- MERCK & CO INC(NEW) 2.61%
- BIOVENTIX PLC 2.59%
- CISCO SYSTEMS INC 2.53%
- UNITEDHEALTH GROUP INC 2.37%
Fund manager Profile
Ketan Patel
Fund Manager
Ketan joined EdenTree in 2003 as a Research Analyst. He began his career at JP Morgan, before moving to Insight Investment as a Global Healthcare & Biotech Analyst. He leads the management of the EdenTree Responsible & Sustainable UK Equity Fund and Amity Global Equity Fund for Charities. He has been a CFA Charterholder since 2009, and holds masters in both Geography and Economic History from Kings College and LSE respectively.
Where to invest
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.
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SectorFund SizeLaunch DateISINSEDOL -
Class XUT Global£29.31m04/04/2011GB00B45M5W55B45M5W5
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FE Alpha ManagerFE Crown Rating
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Class Xn/a
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AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class X0.55%0.00%£1000£1000n/a0.67%
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FactsheetProspectusSemi Annual ReportAnnual ReportKIID
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Class X
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Class X
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SectorUT Global
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Fund Size£29.31m
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Launch Date04/04/2011
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ISINGB00B45M5W55
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SEDOLB45M5W5
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Class X
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FE Alpha Managern/a
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FE Crown Rating
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Class X
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AMC0.55%
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Initial Charge0.00%
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Min Investment£1000
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Min top-up£1000
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Min regular savingsn/a
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Ongoing charge0.67%
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Class X
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Factsheet
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Prospectus
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Semi Annual Report
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Annual Report
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KIID