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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.

Display class
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Holdings

  • Company Percentage
  • MICROSOFT CORP 4.52%
  • CISCO SYSTEMS INC 4.49%
  • BIOVENTIX PLC 3.90%
  • PFIZER INC 3.26%
  • TAIWAN SEMICONDUCTOR MANUFACTURING 2.62%
  • MERCK & CO INC(NEW) 2.39%
  • PRUDENTIAL PLC 2.39%
  • DISNEY (WALT) CO 2.38%
  • ASR NEDERLAND NV 2.27%
  • NOVO NORDISK A/S 2.26%

Fund manager insight

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AGE

Fund manager Profile

David Osfield

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

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
  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class A
    UT Global
    £13.27m
    04/04/2011
    GB00B45M5W55
    B45M5W5
  • FE Alpha Manager
    FE Crown Rating
  • Class A
    n/a
  • AMC
    Initial charge
    Min investment
    Min top-up
    Min regular savings
    Ongoing charge
  • Class A
    0.55%
    0.00%
    £1000
    £1000
    n/a
    0.73%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class A
  • Class A
    Class B
  • Sector
    UT Global
  • Fund Size
    £13.27m
  • Launch Date
    04/04/2011
  • ISIN
    GB00B45M5W55
  • SEDOL
    B45M5W5
  • Class A
    Class B
  • FE Alpha Manager
    n/a
  • FE Crown Rating
  • Class A
    Class B
  • AMC
    0.55%
  • Initial Charge
    0.00%
  • Min Investment
    £1000
  • Min top-up
    £1000
  • Min regular savings
    n/a
  • Ongoing charge
    0.73%
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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