Quick Stats

Bid Price - Offer Price -
Mid Price GBX 114.30 Day Change GBX -0.50 (-0.44%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 5.00 %
Total Expense Ratio 0.82 Fund Size 24,090,900.00
Launch Date 04/04/2011 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.55 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.82
ISIN GB00B3MV9484 Min TopUp (£) 1,000.00

Fund Objective

This Fund is a Tax Elected Fund and aims to achieve a balance between capital growth and income.The Fund seeks to primarily invest in a diversified portfolio of UK and International equities and fixed interest securities issued by governments and companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

Fund Managers

Chris Hiorns
Chris graduated in 1995, with an MSc in Economics from University College London. He joined EdenTree in 1996 as a Research Assistant and took over the management of the Amity European Fund in 2007. He is also co-manager of the Amity Sterling Bond Fund Chris has been a CFA Charterholder since 2004.
David Osfield
David joined EdenTree in July 2016 as joint Fund Manager on the Amity International Fund after beginning his career at Alliance Trust in 2002. During his time there David largely focused on Asian equities, although has also covered pan-European and Global equities. David has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.
David Katimbo Mugwanya
David joined EdenTree in 2015 from Epworth Investment Management. He has a wealth of experience in UK Fixed Interest Portfolios and has previously managed over £700m for Institutional Pension Funds, Insurance firms and Charities. David graduated from University of Essex with a BSc in Economics. David has been a CFA Charterholder since 2014.