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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.

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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

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

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.

Where to invest

  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class A
    UT Mixed Investment 40-85% Shares
    £360.23m
    17/11/1994
    GB0009449827
    0944982
  • Class B
    UT Mixed Investment 40-85% Shares
    £360.23m
    17/11/1994
    GB0009449710
    0944971
  • 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%
    n/a%
    £1000
    £0
    £50
    1.25%
  • Class B
    0.75%
    n/a%
    £1000000
    £0
    n/a
    0.79%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class A
  • Class B
  • Class A
    Class B
  • Sector
    UT Mixed Investment 40-85% Shares
    UT Mixed Investment 40-85% Shares
  • Fund Size
    £360.23m
    £360.23m
  • Launch Date
    17/11/1994
    17/11/1994
  • ISIN
    GB0009449827
    GB0009449710
  • SEDOL
    0944982
    0944971
  • 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
    n/a%
    n/a%
  • Min Investment
    £1000
    £1000000
  • Min top-up
    £0
    £0
  • Min regular savings
    £50
    n/a
  • Ongoing charge
    1.25%
    0.79%
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

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