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
- ADR TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 4.04%
- PAYPAL HLDGS INC 3.96%
- DEERE & CO 3.95%
- MICROSOFT CORP 3.81%
- BIOVENTIX PLC 3.51%
- CISCO SYSTEMS INC 3.46%
- DISNEY (WALT) CO 3.12%
- UNION PACIFIC CORP 2.93%
- PRUDENTIAL PLC 2.83%
- NOVO NORDISK A/S 2.76%
Fund manager Profile
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 EdenTree Responsible and Sustainable UK Equity Fund, Amity Global Equity Fund and EdenTree Responsible and Sustainable UK Equity Opportunities 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
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.
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SectorFund SizeLaunch DateISINSEDOL -
Class AUT Global£16.21m04/04/2011GB00B45M5W55B45M5W5
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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/a0.69%
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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£16.21m
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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 charge0.69%
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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