Skip to main content

We use cookies to improve your experience on our website. By continuing you are agreeing to our cookie policy.

Edentree Responsible and Sustainable UK Equity Fund

Our EdenTree Responsible and Sustainable UK Equity Fund was launched in 1988, making it one of the first ethical equity funds available in the UK. The fund has been under the stewardship of the same fund manager, Sue Round, since inception and aims to preserve capital and avoid long-term risk.

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.

Display class
//investorhub.financialexpress.net/factsheethtml/edentree/en-GB/edentree/?citicode=JG01
//investorhub.financialexpress.net/factsheethtml/edentree/en-GB/edentree/?citicode=JG02

Holdings

  • Company Percentage
  • ASTRAZENECA PLC 4.77%
  • HALMA 3.79%
  • RELX PLC 3.57%
  • OXFORD INSTR 3.55%
  • DECHRA PHARMACEUTICALS 3.54%
  • RENTOKIL INITIAL PLC 2.98%
  • LLOYDS BANKING GROUP PLC 2.94%
  • SMITH & NEPHEW PLC 2.84%
  • GENUS PLC 2.68%
  • NATIONAL EXPRESS GROUP 2.55%

UK Equity Fund 

554672044

Fund manager Profile

Ketan Patel

Ketan Patel

CFA, Fund Manager

Ketan joined EdenTree Investment Management in 2003 as a Research Analyst. He began his career at JP Morgan, before moving to Insight Investment as a Global Healthcare & Biotech Analyst. He leads the management of the Responsible and Sustainable UK Equity Fund and Amity Global Equity Fund for Charities. He has been a CFA Charterholder since 2009, and holds an undergraduate degree in History & Geography and postgraduate degrees in Geography and Economic History from the University of London.

 

Where to invest
  • Sector
    Fund Size
    Launch Date
    ISIN
    SEDOL
  • Class A
    UT UK All Companies
    £187.22m
    01/03/1988
    GB0009371310
    0937131
  • Class B
    UT UK All Companies
    £187.22m
    01/03/1988
    GB0009371757
    0937175
  • 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%
    0.00%
    £1000
    £50
    £50
    1.34%
  • Class B
    0.75%
    0.00%
    £1000000
    £1000000
    n/a
    0.79%
  • Factsheet
    Prospectus
    Semi Annual Report
    Annual Report
    KIID
  • Class A
  • Class B
  • Class A
    Class B
  • Sector
    UT UK All Companies
    UT UK All Companies
  • Fund Size
    £187.22m
    £187.22m
  • Launch Date
    01/03/1988
    01/03/1988
  • ISIN
    GB0009371310
    GB0009371757
  • SEDOL
    0937131
    0937175
  • 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
    0.00%
    0.00%
  • Min Investment
    £1000
    £1000000
  • Min top-up
    £50
    £1000000
  • Min regular savings
    £50
    n/a
  • Ongoing charge
    1.34%
    0.79%
  • Class A
    Class B
  • Factsheet
  • Prospectus
  • Semi Annual Report
  • Annual Report
  • KIID

See more funds

EdenTree UK Equity Opportunities Fund

More

EdenTree European Equity Fund

More

EdenTree Global Equity Fund

More

EdenTree Sterling Bond Fund

More

EdenTree Short Dated Bond Fund

More

EdenTree Managed Income Fund

More

EdenTree Green Future Fund

More

EdenTree Global Impact Bond Fund

More

EdenTree Multi-Asset Cautious

More

EdenTree Multi-Asset Balanced

More

EdenTree Multi-Asset Growth

More

Funds for Charities Amity Balanced

More

Funds for Charities Amity Global Equity

More