Our Funds

EdenTree European Equity Fund

The fund aims to achieve long-term capital growth with an income by investing in a diversified portfolio of European companies, excluding the UK.

Its value approach means it takes an inherently contrarian stance, focusing on stocks that are out-of-favour. We seek to find companies that are trading at attractive valuations that we believe could recover given a change in circumstances or economic conditions.

EdenTree Global Equity Fund

The actively managed fund that aims to invest in listed global equities, targeting long-term capital growth with an income over five years or more.

Its value approach is exemplified by its ethos ‘sustainability at a reasonable price’, which differentiates it from its growth-style peers and aims to achieve sustainability at a reasonable price by conducting in-depth research and exploiting market inefficiencies.

EdenTree Global Sustainable Government Bond Fund

The fund aims to generate a regular income, payable quarterly, alongside capital growth over a period of five years or more by investing in government and government-related green, social, sustainable and impact bonds.

It looks to invest in bonds whose proceeds will be used to finance new or existing projects that support a reduction in the level of carbon emissions caused by human activities and to enable greater access to basic social services.

EdenTree Global Impact Bond Fund

The fund aims to deliver positive environmental and social impacts alongside a regular level of income through its investment in global fixed income securities.

It supports a reduction in the level of greenhouse gas emissions caused by human activity by investing in bonds that provide sustainable solutions and engaging with the companies that issue them.

EdenTree Green Future Fund

The fund aims to provide capital growth over 5 years or more, with an income by investing in the innovative companies that are providing solutions to the planet’s environmental challenges.

It supports a reduction in the level of greenhouse gas emissions through the investment in companies whose products and services provide climate change solutions.

EdenTree Green Infrastructure Fund

The fund aims to generate income for capital growth by investing in listed infrastructure-related companies around the globe, focusing on those which demonstrate positive environmental outcomes.

It supports a reduction in the level of greenhouse gas emissions through the investment in companies whose business is based on the ownership, operation, construction, development, or debt funding of real assets and infrastructure projects that mitigate the effects of climate change.

EdenTree Managed Income Fund

To prioritise income, with the aim of exceeding the yield of the FTSE 250 Mid-Cap Index, together with capital growth over the longer term, five years or more. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed-interest securities and cash equivalents. The Fund will maintain a bias towards equities of 60 – 85%.

EdenTree Short Dated Bond Fund

The Fund aims to preserve capital and generate a regular income payable quarterly. The Fund will aim to invest at least 80% in short dated government bonds and debt instruments issued by companies that the manager believes make a positive contribution to society and the environment through sustainable and socially responsible practices.

EdenTree Sterling Bond Fund

The Fund aims to generate a regular level of income payable quarterly. The EdenTree Sterling Bond Fund seeks to invest in a highly diversified portfolio of Government bonds and good quality fixed interest securities issued by companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

EdenTree UK Equity Fund

To achieve long-term capital appreciation over five years or more and an income, through a diversified portfolio of UK companies. The EdenTree UK Equity Fund aims to invest at least 80% in UK companies whose primary listing is in the UK by investing in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

EdenTree UK Equity Opportunities Fund

To achieve long-term capital growth over five years or more with an income. The EdenTree UK Equity Opportunities Fund aims to invest at least 80% in a range of UK incorporated companies whose primary listing is in the UK, which the Manager believes offer good potential for long-term capital growth.

EdenTree Multi-Asset Balanced Fund

The Fund aims 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.

EdenTree Multi-Asset Cautious Fund

The Fund aims to provide long-term capital growth and income over five years or more with a lower level of risk relative to other funds within our range.

EdenTree Multi-Asset Growth Fund

The Fund aims to provide long-term capital growth and income over five years or more with a higher level of risk relative to other funds within our range.