EdenTree Green Future Fund
The EdenTree Green Future Fund aims to capture some of the long-term opportunities at the heart of the Climate Revolution. It will do this by seeking out the innovative companies that are providing solutions to the planet’s environmental challenges.
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
- CLEAN HARBORS, INC. 3.29%
- BRAMBLES LTD 3.19%
- STANTEC INC. 3.02%
- SCHNEIDER ELECTRIC SE 2.92%
- VEOLIA ENVIRONNEMENT 2.69%
- MSA SAFETY INC 2.67%
- ANSYS INC 2.47%
- APPLIED MATERIALS INC 2.46%
- PRYSMIAN S.P.A. 2.45%
- REGAL REXNORD CORPORATION 2.43%
Fund manager Profile
Charlie Thomas
Chief Investment Officer (CIO)
Charlie joined EdenTree in June 2021 as CIO and has responsibility for the Investment Team. Charlie is also Co-Manager of the EdenTree Green Future Fund, launched in 2022 and has more than two decades of investment management experience to the firm, most recently, as Head of Strategy, Environment and Sustainability at Jupiter Asset Management where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a masters in Environmental Technology from Imperial College London.
Thomas Fitzgerald
Fund Manager
Tom joined EdenTree in 2011 and has been Co-manager of the EdenTree Responsible & Sustainable Global Equity Fund since August 2018 and also co-manages the Green Future Fund, as well as the firm’s “Sustainable Global Equities for a Just Transition” segregated strategies. He initially joined the Investment Team as a Research Analyst where his primary responsibilities centred on global equity analysis, focusing in particular on the global Technology sector. Tom graduated with a BSc (Hons) in Economics and Business Management from Oxford Brookes University and holds the Investment Management Certificate (IMC) and the CFA Certificate in ESG Investing.
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SectorFund SizeLaunch DateISINSEDOL
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Class BUT Global£28.2m24/01/2022GB00BP5FBP60BP5FBP6
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FE Alpha ManagerFE Crown Rating
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Class Bn/an/a
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AMCInitial chargeMin investmentMin top-upMin regular savingsOngoing charge
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Class B0.75%n/a%£1000000£0n/a0.85%
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Class B
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SectorUT Global
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Fund Size£28.2m
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Launch Date24/01/2022
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ISINGB00BP5FBP60
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SEDOLBP5FBP6
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Class B
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FE Alpha Managern/a
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FE Crown Ratingn/a
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Class B
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AMC0.75%
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Initial Chargen/a%
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Min Investment£1000000
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Min top-up£0
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Min regular savingsn/a
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Ongoing charge0.85%