EdenTree Responsible and Sustainable European Equity Fund
Our EdenTree Responsible and Sustainable European Equity Fund seeks out undervalued equities across Europe, using a bottom-up stock picking approach in order to find good quality companies trading on attractive multiples with high dividend yields.
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.
Holdings
- Company Percentage
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3.16%
- BANK OF IRELAND(GOVERNOR & CO OF) 2.92%
- REXEL 2.90%
- PUBLICIS GROUPE SA 2.88%
- ORANGE 2.86%
- BANCO SANTANDER, S.A. 2.84%
- ABN AMRO BANK N.V. 2.74%
- COVIVIO 2.61%
- RANDSTAD N.V. 2.50%
- SANOFI 2.48%
European Equity Fund
Fund Manager Profile
Chris Hiorns
Head of Multi-Asset and European Equities
Chris is responsible for leading the Multi Asset range of funds, the EdenTree Responsible & Sustainable European Equity Fund and the Amity Balanced Fund for Charities. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst, and is a CFA Charterholder.
David Osfield
Fund Manager
David joined EdenTree in 2016 and leads management of the EdenTree Responsible & Sustainable Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (Hons) in Business Finance from Durham University.
Where to invest-
SectorFund SizeLaunch DateISINSEDOL -
Class AUT Europe Excluding UK£140.71m13/09/1999GB00084466260844662
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Class BUT Europe Excluding UK£140.71m13/09/1999GB00084483330844833
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FE Alpha ManagerFE Crown Rating
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Class An/a
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Class Bn/a
-
AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class A1.25%0.00%£1000£50£501.36%
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Class B0.75%0.00%£1000000£1000000n/a0.81%
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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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SectorUT Europe Excluding UKUT Europe Excluding UK
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Fund Size£140.71m£140.71m
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Launch Date13/09/199913/09/1999
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ISINGB0008446626GB0008448333
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SEDOL08446620844833
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Class AClass B
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FE Alpha Managern/an/a
-
FE Crown Rating
-
Class AClass B
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AMC1.25%0.75%
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Initial Charge0.00%0.00%
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Min Investment£1000£1000000
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Min top-up£50£1000000
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Min regular savings£50n/a
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Ongoing charge1.36%0.81%
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Class AClass B
-
Factsheet
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Prospectus
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Semi Annual Report
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Annual Report
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KIID