EdenTree Managed Income Fund
Our Managed Income Fund is a multi-asset fund run with a contrarian approach. Fund Manager Chris Hiorns and Tommy Kristoffersen look for companies with value characteristics and aim to keep portfolio turnover low.
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
- ORANGE 3.18%
- LEGAL & GENERAL GROUP 2.67%
- SANOFI 2.64%
- GSK PLC 2.42%
- TELEFONICA SA 2.30%
- LLOYDS BANKING GROUP PLC 2.17%
- MAPFRE S.A. 2.15%
- GREENCOAT UK WIND PLC ORD 1P 2.09%
- SMITH(DS) PLC 2.07%
- HICL INFRASTRUCTURE PLC ORD 2.06%
Managed Income Fund
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 Multi Asset range of funds, our Managed Income Fund and the Amity Balanced Fund for Charities; and our European equities strategy, which includes our Responsible and Sustainable European Equity Fund. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst.
Tommy Kristoffersen
Fund Manager
Tommy joined EdenTree in 2021 and assists with the management of Multi Asset Strategies & European Equities, contributing to funds such as the Responsible & Sustainable Managed Income Fund. He is a sector generalist with a special interest in infrastructure investment. Prior to EdenTree, Tommy worked at JP Morgan and Jupiter Asset Management, most recently within Jupiter’s Alternatives business. Tommy has an MSt in History of Art from the University of Oxford, holds the Investment Management Certificate (IMC), and is studying towards the FMVA certification from the Corporate Finance Institute.
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SectorFund SizeLaunch DateISINSEDOL -
Class AUT Mixed Investment 40-85% Shares£360.23m17/11/1994GB00094498270944982
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Class BUT Mixed Investment 40-85% Shares£360.23m17/11/1994GB00094497100944971
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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%n/a%£1000£0£501.25%
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Class B0.75%n/a%£1000000£0n/a0.79%
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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 Mixed Investment 40-85% SharesUT Mixed Investment 40-85% Shares
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Fund Size£360.23m£360.23m
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Launch Date17/11/199417/11/1994
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ISINGB0009449827GB0009449710
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SEDOL09449820944971
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Class AClass B
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FE Alpha Managern/an/a
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FE Crown Rating
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Class AClass B
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AMC1.25%0.75%
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Initial Chargen/a%n/a%
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Min Investment£1000£1000000
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Min top-up£0£0
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Min regular savings£50n/a
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Ongoing charge1.25%0.79%
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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