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Edentree Responsible and Sustainable UK Equity Opportunities Fund

Our Responsible and Sustainable UK Equity Opportunities Fund invests in companies that have leading positions in growing markets. The fund maintains a small and mid-cap bias, capitalising on under-researched areas of the market in order to add alpha.

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.

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Holdings

  • Company Percentage
  • ST JAMES`S PLACE PLC 4.24%
  • LIONTRUST ASSET MANAGEMENT PLC 4.16%
  • ASTRAZENECA PLC 4.15%
  • ASHTEAD GROUP 4.01%
  • FUTURE PLC 3.73%
  • RELX PLC 2.84%
  • GLOBALDATA PLC 2.70%
  • LLOYDS BANKING GROUP PLC 2.66%
  • NEXT 2.56%
  • PRUDENTIAL PLC 2.55%

 

Fund Manager Profile

Phil Harris

Phil Harris

Fund Manager

A graduate from Southampton University with a degree in modern history, politics and economics, Phil started his career at Albert E Sharp in Birmingham as a Private Client Executive and Analyst before being internally promoted to work on their small companies and UK general funds. Subsequently he has worked at Threadneedle, Credit Suisse, Hermes and RWC before coming to EdenTree as a Fund Manager on the EdenTree Responsible and Sustainable UK Equity Opportunities Fund.

Ketan Patel

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

  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class A
    UT UK All Companies
    £173.56m
    13/09/1999
    GB0008445982
    0844598
  • Class B
    UT UK All Companies
    £173.56m
    13/09/1999
    GB0008446063
    0844606
  • FE Alpha Manager
    FE Crown Rating
  • Class A
    n/a
  • Class B
    n/a
  • AMC
    Initial charge
    Min investment
    Min top-up
    Min regular savings
    Ongoing charge
  • Class A
    1.25%
    0.00%
    £1000
    £50
    £50
    1.54%
  • Class B
    0.75%
    0.00%
    £1000000
    £1000000
    n/a
    0.80%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class A
  • Class B
  • Class A
    Class B
  • Sector
    UT UK All Companies
    UT UK All Companies
  • Fund Size
    £173.56m
    £173.56m
  • Launch Date
    13/09/1999
    13/09/1999
  • ISIN
    GB0008445982
    GB0008446063
  • SEDOL
    0844598
    0844606
  • Class A
    Class B
  • FE Alpha Manager
    n/a
    n/a
  • FE Crown Rating
  • Class A
    Class B
  • AMC
    1.25%
    0.75%
  • Initial Charge
    0.00%
    0.00%
  • Min Investment
    £1000
    £1000000
  • Min top-up
    £50
    £1000000
  • Min regular savings
    £50
    n/a
  • Ongoing charge
    1.54%
    0.80%
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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