Funds in Focus
Dedicated to Responsible & Sustainable Investing
The EdenTree Global Equity Fund is an actively managed fund that invests in listed global equities, targeting long-term capital growth with an income over five years or more.
The Fund seeks to invest in companies that operate as sustainable businesses.
The Fund’s value approach is exemplified by its ethos ‘sustainability at a reasonable price’, which differentiates it from its growth-style peers.
The Fund aims to achieve sustainability at a reasonable price by conducting in-depth research and exploiting market inefficiencies. It also aims to engage closely with investees to accelerate progress towards best in class practices, including supporting a low-carbon future for the world economy.
Investing for a better tomorrow
The Global Equity Fund was established in 1999. It holds approximately 50-70 stocks and allocates capital to those companies that are operating as sustainable businesses.
At least 70% of the Fund’s investment activities are conducted in line with EdenTree’s Sustainability Approach. To be considered for inclusion in the Fund’s portfolio, companies must be assessed as having positive sustainable business characteristics. This approach assesses, in a systematic way, multiple dimensions of sustainability, making for a rounded assessment of a company’s practices.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested. Selecting stocks due to our ethical criteria means that the choice of stocks is limited to a subset of the stock market and this could lead to greater volatility.
Investing for a better tomorrow
EdenTree is a sustainable investment manager with a strong heritage. We are proud to be part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes.
EdenTree are dedicated to sustainable investing, having launched our first ethical fund in March 1988.
Launch Date
13/09/1999
IA Sectors
IA Global
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Fund managers
David Osfield
Fund Manager
David joined EdenTree in 2016 and leads management of the EdenTree Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (Hons) in Business Finance from Durham University.
Thomas Fitzgerald
Fund Manager
Tom joined EdenTree in 2011 and has been Co-manager of the EdenTree Global Equity Fund since August 2018 and also co-manages the Green Future Fund, as well as the firm’s “Sustainable Global Equities for a Just Transition” segregated strategies. He initially joined the Investment Team as a Research Analyst where his primary responsibilities centred on global equity analysis, focusing in particular on the global Technology sector. Tom graduated with a BSc (Hons) in Economics and Business Management from Oxford Brookes University and holds the Investment Management Certificate (IMC) and the CFA Certificate in ESG Investing.
Lydia Norman
Associate Fund Manager
Lydia joined EdenTree in 2016 and is the Associate Fund Manager on the Global Equities team. She started her career here as a graduate investment analyst following a Masters degree in Physics (MSci) from University of Nottingham. Lydia's expertise began with equities coverage in Healthcare and Industrials and has since expanded to encompass broader global coverage. Lydia is a CFA Charterholder.
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