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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
  • MICROSOFT CORP 3.59%
  • ASR NEDERLAND NV 3.47%
  • SWISS RE LTD 3.29%
  • DEERE & CO 3.14%
  • NOVO NORDISK A/S 2.92%
  • CISCO SYSTEMS INC 2.70%
  • UNITEDHEALTH GROUP INC 2.68%
  • MERCK & CO INC(NEW) 2.37%
  • ABBVIE INC 2.31%
  • UNION PACIFIC CORPORATION 2.30%

 

Fund manager Profile

Ketan Patel

Ketan Patel

CFA, Fund Manager

Ketan joined EdenTree Investment Management 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 Responsible and Sustainable UK Equity Fund and Amity Global Equity Fund for Charities. He has been a CFA Charterholder since 2009, and holds an undergraduate degree in History & Geography and postgraduate degrees in Geography and Economic History from the University of London.

Where to invest
David Osfield

David Osfield

CFA, Fund Manager

David co-manages EdenTree’s Amity Global Equity and Amity Balanced Funds for Charities. David joined EdenTree in July 2016 after beginning his career at Alliance Trust in 2002. During his time there David was responsible for covering Global, Asian and pan-European equities, with an increasing focus on sustainability. David has a 1st class BA (Hons) in Business Finance from Durham University, is a CFA Charterholder.

  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class X
    UT Global
    £26.07m
    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
    £26.07m
  • 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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