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
- 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
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
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 XUT Global£26.07m04/04/2011GB00B45M5W55B45M5W5
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FE Alpha ManagerFE Crown Rating
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Class Xn/a
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AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class X0.55%0.00%£1000£1000n/a0.67%
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FactsheetProspectusSemi Annual ReportAnnual ReportKIID
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Class X
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Class X
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SectorUT Global
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Fund Size£26.07m
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Launch Date04/04/2011
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ISINGB00B45M5W55
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SEDOLB45M5W5
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Class X
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FE Alpha Managern/a
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FE Crown Rating
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Class X
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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 charge0.67%
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Class X
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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