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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.

Display class
https://investorhub.financialexpress.net/factsheethtml/edentree/en-GB/edentree/?citicode=FR62
https://investorhub.financialexpress.net/factsheethtml/edentree/en-GB/edentree/?citicode=FR37

Holdings

  • Company Percentage
  • BANK OF IRELAND GROUP PLC 2.71%
  • NOKIA CORP 2.63%
  • TALANX AG 2.53%
  • MERCK KGAA 2.50%
  • ABN AMRO BANK NV 2.49%
  • ING GROEP N.V. 2.45%
  • REXEL 2.40%
  • SAINT-GOBAIN (COMPAGNIE DE) 2.38%
  • BANCO SANTANDER SA 2.37%
  • ENEL SPA 2.36%

 

 

Fund Manager Profile

Chris Hiorns

Chris Hiorns

CFA, Head of Multi Asset Strategies & European Equities

Chris is responsible for leading on our Managed 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.

David Osfield

CFA, Fund Manager

David joined EdenTree in July 2016 as joint Fund Manager on the EdenTree Global Equity Fund after beginning his career at Alliance Trust in 2002. David is passionate about sustainable investing and has completed a course in Sustainability Leadership at the University of Cambridge Institute. He has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.

Where to invest
  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class A
    UT Europe Excluding UK
    £102.49m
    13/09/1999
    GB0008446626
    0844662
  • Class B
    UT Europe Excluding UK
    £102.49m
    13/09/1999
    GB0008448333
    0844833
  • 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
    1.37%
  • Class B
    0.75%
    0.00%
    £1000000
    £1000000
    n/a
    0.81%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class A
  • Class B
  • Class A
    Class B
  • Sector
    UT Europe Excluding UK
    UT Europe Excluding UK
  • Fund Size
    £102.49m
    £102.49m
  • Launch Date
    13/09/1999
    13/09/1999
  • ISIN
    GB0008446626
    GB0008448333
  • SEDOL
    0844662
    0844833
  • 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
    1.37%
    0.81%
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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