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Amity UK Fund

Our Amity UK Fund was launched in 1988, making it one of the first ethical equity funds available in the UK. The fund has been under the stewardship of the same fund manager, Sue Round, since inception and aims to preserve capital and avoid long-term risk.

Display class
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Holdings

  • Company Percentage
  • HALMA 4.24%
  • DECHRA PHARMACEUTICALS 3.84%
  • SMITH & NEPHEW 2.80%
  • GLAXOSMITHKLINE 2.73%
  • NEXT 2.46%
  • GENUS ORD GBP0.10 2.36%
  • MARSHALLS 2.26%
  • DUNELM GROUP PLC 2.17%
  • PRUDENTIAL PLC 2.16%
  • WOLTERS KLUWER NV 2.15%

Fund manager insight

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AUK

Fund manager Profile

Sue Round

Sue Round

Chief Executive Officer

Sue joined EdenTree in 1984 and has been central to the growth of the business and also the wider profile of responsible and sustainable investing in the UK over the last 3 decades. Today she is also the Director of Group Investments at EdenTree and has successfully managed the Amity UK Fund since its launch in 1988.

Ketan Patel

Ketan Patel

CFA, 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 Amity UK Fund, Amity Global Equity Fund and UK Equity Growth 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
    £128.53m
    01/03/1988
    GB0009371310
    0937131
  • Class B
    UT UK All Companies
    £128.53m
    01/03/1988
    GB0009371757
    0937175
  • 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
    1.50%
    5.00%
    £1000
    £50
    £50
    1.59%
  • Class B
    0.75%
    2.00%
    £1000000
    £1000000
    n/a
    0.79%
  • 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
    £128.53m
    £128.53m
  • Launch Date
    01/03/1988
    01/03/1988
  • ISIN
    GB0009371310
    GB0009371757
  • SEDOL
    0937131
    0937175
  • Class A
    Class B
  • FE Alpha Manager
    n/a
    n/a
  • FE Crown Rating
  • Class A
    Class B
  • AMC
    1.50%
    0.75%
  • Initial Charge
    5.00%
    2.00%
  • Min Investment
    £1000
    £1000000
  • Min top-up
    £50
    £1000000
  • Min regular savings
    £50
    n/a
  • Ongoing charge
    1.59%
    0.79%
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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