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 the first annual EdenTree Investment Funds Assessment of Value Report, which is also available on our Corporate Policies page.
Holdings
- Company Percentage
- REXEL 3.10%
- POSTNL NV 2.89%
- BANK OF IRELAND GROUP PLC 2.75%
- TALANX AG 2.70%
- MERSEN 2.55%
- MICHELIN(CIE GLE DES ETABL.) 2.54%
- SAINT-GOBAIN (COMPAGNIE DE) 2.52%
- ORANGE SA 2.49%
- SANOFI 2.41%
- SMURFIT KAPPA GROUP PLC 2.41%
Fund manager Profile
Chris Hiorns
CFA, Head of Multi Asset Strategies & European Equities
Chris is responsible for leading on two of EdenTree’s investment strategies; our multi asset offering, which includes our Higher Income Fund 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-
SectorFund SizeLaunch DateISINSEDOL -
Class AUT Europe Excluding UK£86.64m13/09/1999GB00084466260844662
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Class BUT Europe Excluding UK£86.64m13/09/1999GB00084483330844833
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FE Alpha ManagerFE Crown Rating
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Class An/a
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Class Bn/a
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AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class A1.25%0.00%£1000£50£501.58%
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Class B0.75%0.00%£1000000£1000000n/a0.82%
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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£86.64m£86.64m
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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
-
FE Alpha Managern/an/a
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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 charge1.58%0.82%
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Class AClass B
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Factsheet
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Prospectus
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Semi Annual Report
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Annual Report
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KIID