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.
Holdings
- Company Percentage
- OXFORD INSTR 4.52%
- DECHRA PHARMACEUTICALS PLC 4.38%
- HALMA 3.60%
- PORVAIR PLC 3.31%
- SPECTRIS 3.30%
- RENTOKIL INITIAL PLC 3.06%
- GENUS PLC 2.77%
- RELX PLC 2.75%
- BIOVENTIX PLC 2.74%
- GREENCOAT UK WIND PLC ORD 1P 2.58%
UK Equity Fund
Fund manager Profile
Ketan Patel
Fund Manager
Ketan joined EdenTree 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 EdenTree Responsible & Sustainable UK Equity Fund and Amity Global Equity Fund for Charities. He has been a CFA Charterholder since 2009, and holds masters in both Geography and Economic History from Kings College and LSE respectively.
Where to invest
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SectorFund SizeLaunch DateISINSEDOL -
Class AUT UK All Companies£149.26m01/03/1988GB00093713100937131
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Class BUT UK All Companies£149.26m01/03/1988GB00093717570937175
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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%0.00%£1000£50£501.34%
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Class B0.75%0.00%£1000000£1000000n/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 UK All CompaniesUT UK All Companies
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Fund Size£149.26m£149.26m
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Launch Date01/03/198801/03/1988
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ISINGB0009371310GB0009371757
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SEDOL09371310937175
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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 Charge0.00%0.00%
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Min Investment£1000£1000000
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Min top-up£50£1000000
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Min regular savings£50n/a
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Ongoing charge1.34%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