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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.

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https://investorhub.financialexpress.net/factsheethtml/edentree/en-GB/edentree/?citicode=U82W

Holdings

  • Company Percentage
  • VALMONT INDUSTRIES INC 3.45%
  • BRAMBLES LTD 3.15%
  • CLEAN HARBORS INC 2.96%
  • FEDERAL SIGNAL CORP 2.70%
  • STANTEC INC. 2.68%
  • IDEX CORP 2.61%
  • ADVANCED DRAINAGE SYSTEMS, INC. 2.60%
  • REGAL REXNORD CORP 2.56%
  • MSA SAFETY INC 2.56%
  • SCHNEIDER ELECTRIC SE 2.50%

Fund manager Profile

Charlie Thomas

Charlie Thomas

Chief Investment Officer (CIO)

Charlie joined EdenTree in June 2021 to take on the role of CIO and has responsibility for the investment team. He ensures our team of experienced fund managers maintain their leadership position in an exciting and rapidly evolving market. Thomas 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. Charlie was also the Fund Manager of the Jupiter Ecology Fund for nearly two decades and had additional fund management responsibility that totalled over £800m of assets.

Thomas Fitzgerald

Thomas Fitzgerald

Fund Manager

Tom joined EdenTree in 2011 and has been co-manager of the Responsible and Sustainable Global Equity Fund since August 2018 and also co-manages the firm’s “Sustainable Global Equities for a Just Transition” segregated strategies. He 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 CFA Certificate in ESG Investing.

Where to invest

  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class B
    UT Global
    £26.18m
    24/01/2022
    GB00BP5FBP60
    BP5FBP6
  • FE Alpha Manager
    FE Crown Rating
  • Class B
    n/a
    n/a
  • AMC
    Initial charge
    Min investment
    Min top-up
    Min regular savings
    Ongoing charge
  • Class B
    0.75%
    n/a%
    £1000000
    £0
    n/a
    1.25%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class B
  • Class B
  • Sector
    UT Global
  • Fund Size
    £26.18m
  • Launch Date
    24/01/2022
  • ISIN
    GB00BP5FBP60
  • SEDOL
    BP5FBP6
  • Class B
  • FE Alpha Manager
    n/a
  • FE Crown Rating
    n/a
  • Class B
  • AMC
    0.75%
  • Initial Charge
    n/a%
  • Min Investment
    £1000000
  • Min top-up
    £0
  • Min regular savings
    n/a
  • Ongoing charge
    1.25%
  • Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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