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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. 

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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

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

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.

  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class X
    UT Global
    £29.31m
    04/04/2011
    GB00B45M5W55
    B45M5W5
  • FE Alpha Manager
    FE Crown Rating
  • Class X
    n/a
  • AMC
    Initial charge
    Min investment
    Min top-up
    Min regular savings
    Ongoing charge
  • Class X
    0.55%
    0.00%
    £1000
    £1000
    n/a
    0.67%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class X
  • Class X
  • Sector
    UT Global
  • Fund Size
    £29.31m
  • Launch Date
    04/04/2011
  • ISIN
    GB00B45M5W55
  • SEDOL
    B45M5W5
  • Class X
  • FE Alpha Manager
    n/a
  • FE Crown Rating
  • Class X
  • AMC
    0.55%
  • Initial Charge
    0.00%
  • Min Investment
    £1000
  • Min top-up
    £1000
  • Min regular savings
    n/a
  • Ongoing charge
    0.67%
  • Class X
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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