Amity Global Equity Fund
Our Amity Global Equity Fund looks to achieve long-term growth through a portfolio of responsible, sustainable and global holdings that can deliver strong and growing dividends, a key driver in long-term investment performance.
Holdings
- Company Percentage
- MICROSOFT CORP 4.93%
- CISCO SYSTEMS INC 4.63%
- BIOVENTIX PLC 3.72%
- PFIZER INC 3.41%
- TAIWAN SEMICONDUCTOR MANUFACTURING 2.90%
- UNION PACIFIC CORP 2.63%
- DISNEY (WALT) CO 2.55%
- DEERE & CO 2.49%
- MERCK & CO INC(NEW) 2.44%
- PRUDENTIAL PLC 2.41%
Fund manager insight
Fund manager Profile
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.
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 is co-manager on the Amity UK Fund, Amity Global Equity Fund and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, and holds a post-graduate degree in both Geography and Economic History from the University of London.
Where to invest-
SectorFund SizeLaunch DateISINSEDOL -
Class AUT Global£13.64m04/04/2011GB00B45M5W55B45M5W5
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FE Alpha ManagerFE Crown Rating
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Class An/a
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AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class A0.55%0.00%£1000£1000n/a0.73%
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FactsheetProspectusSemi Annual ReportAnnual ReportKIID
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Class A
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Class AClass B
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SectorUT Global
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Fund Size£13.64m
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Launch Date04/04/2011
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ISINGB00B45M5W55
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SEDOLB45M5W5
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Class AClass B
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FE Alpha Managern/a
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FE Crown Rating
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Class AClass B
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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 charge0.73%
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Class AClass B
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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