Edentree Responsible and Sustainable UK Equity Opportunities Fund
Our Responsible and Sustainable UK Equity Opportunities Fund invests in companies that have leading positions in growing markets. The fund maintains a small and mid-cap bias, capitalising on under-researched areas of the market in order to add alpha.
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
- ASHTEAD GROUP 5.42%
- ST JAMES`S PLACE PLC 4.99%
- ASTRAZENECA PLC 4.89%
- WISE GROUP AB. 4.80%
- RELX PLC 4.71%
- 4IMPRINT GROUP PLC 3.65%
- NEXT 3.42%
- PRUDENTIAL PLC 3.32%
- TATTON ASSET MAN 2.98%
- LIONTRUST ASSET 2.97%
Fund Manager Profile
Philip Harris
Fund Manager
Phil is the lead Fund Manager on the Edentree Responsible & Sustainable UK Opportunities Fund. Phil has over 30 years’ experience in fund management in UK equities across a wide range of products from OEIC’s, pensions funds and LLP’s. Phil started his career at Albert E Sharp in Birmingham as a Private Client Executive and Analyst before working on their small companies and UK general funds. Subsequently he worked at Threadneedle and Credit Suisse. At Hermes and RWC he helped launch pioneering activist and shareholder engagement funds before coming to EdenTree.
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.
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SectorFund SizeLaunch DateISINSEDOL -
Class AUT UK All Companies£120.62m13/09/1999GB00084459820844598
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Class BUT UK All Companies£120.62m13/09/1999GB00084460630844606
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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£501.40%
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Class B0.75%0.00%£1000000£1000000n/a0.80%
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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£120.62m£120.62m
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Launch Date13/09/199913/09/1999
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ISINGB0008445982GB0008446063
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SEDOL08445980844606
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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 charge1.40%0.80%
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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