Edentree Multi-Asset Balanced
Our EdenTree Responsible and Sustainable Multi-Asset Balanced Fund seeks to provide long-term capital growth and income over five years or more with a more moderate level of risk relative to other funds within our range.
You can read more about how we ensure that all our funds are delivering value for our clients in our annual EdenTree Investment Funds Assessment of Value Report.
Fund Introduction
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Fund manager Profile
Chris Hiorns
CFA, Head of Multi-Asset Strategies & European Equities
Chris is responsible for leading on our Managed Income Fund, new Multi-Asset range and the Amity Balanced Fund for Charities, and European equities, which includes our Responsible and Sustainable European Equity Fund. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst. He has risen to his present position having been a Fund Manager for the last thirteen years across both our equity and fixed income funds. Chris’ two and half decades of experience in both these asset classes has played an important role in the growth of EdenTree’s proposition during this time.
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SectorFund SizeLaunch DateISINSEDOL -
Class AOS Mixed Investment 40%-85% Shares£1.73m01/07/2021GB00BMWPSK23BMWPSK2
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Class BUT Mixed Investment 40-85% Shares£1.73m01/07/2021GB00BMWPSL30BMWPSL3
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FE Alpha ManagerFE Crown Rating
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Class An/an/a
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Class Bn/an/a
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AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class A1.25%n/a%£1000£0n/an/a%
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Class B0.75%0.00%£1000000£1000000n/a0.90%
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FactsheetProspectusSemi Annual ReportAnnual ReportKIID
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Class A
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Class B
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Class AClass B
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SectorOS Mixed Investment 40%-85% SharesUT Mixed Investment 40-85% Shares
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Fund Size£1.73m£1.73m
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Launch Date01/07/202101/07/2021
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ISINGB00BMWPSK23GB00BMWPSL30
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SEDOLBMWPSK2BMWPSL3
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Class AClass B
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FE Alpha Managern/an/a
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FE Crown Ratingn/an/a
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Class AClass B
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AMC1.25%0.75%
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Initial Chargen/a%0.00%
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Min Investment£1000£1000000
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Min top-up£0£1000000
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Min regular savingsn/an/a
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Ongoing chargen/a%0.90%
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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