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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.

Display class
https://investorhub.financialexpress.net/factsheethtml/edentree/en-GB/edentree/?citicode=DUGF

 Fund Introduction

569424008

Fund manager Profile

Chris Hiorns

Chris Hiorns

CFA, Head of Multi-Asset Strategies & European Equities

Chris is responsible for leading on our Higher 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.

  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class B
    UT Mixed Investment 40-85% Shares
    £1.03m
    01/07/2021
    GB00BMWPSL30
    BMWPSL3
  • FE Alpha Manager
    FE Crown Rating
  • Class B
    n/a
    n/a
  • AMC
    Initial charge
    Min investment
    Min top-up
    Min regular savings
    Ongoing charge
  • Class B
    0.75%
    0.00%
    £1000000
    £1000000
    n/a
    0.90%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class B
  • Class B
  • Sector
    UT Mixed Investment 40-85% Shares
  • Fund Size
    £1.03m
  • Launch Date
    01/07/2021
  • ISIN
    GB00BMWPSL30
  • SEDOL
    BMWPSL3
  • Class B
  • FE Alpha Manager
    n/a
  • FE Crown Rating
    n/a
  • Class B
  • AMC
    0.75%
  • Initial Charge
    0.00%
  • Min Investment
    £1000000
  • Min top-up
    £1000000
  • Min regular savings
    n/a
  • Ongoing charge
    0.90%
  • Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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