EdenTree Amity UK Fund B Income

Name
EdenTree Amity UK Fund B Income
Manager
EdenTree Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB0009371757
Sector
UK All Companies
Launched
01/03/1988
OCF
0.79 %
Risk Rating
2
3 Year Sharpe
0.70
3 Year Alpha
-0.03
Yield
2.1 %
Benchmark
FTSE AllSh TR GBP
The fund aims to achieve long-term capital appreciation and a reasonable level of income by investing principally in UK companies. The Amity UK Fund seeks to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices. The Fund seeks to avoid investment in certain areas such as companies which have a material involvement in alcohol, tobacco and weapon production, gambling and publication of violent or explicit materials. The portfolio will consist primarily of shares in UK companies but the fund could also invest in other collective investment schemes, corporate bonds, government bonds and cash in order to meet the Fund’s objective.
Name
EdenTree Investment Management Limited
Address
EC3R 8AJ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Ketan Patel
Joined 09/01/2016

Ketan joined EdenTree in 2003 as a research analyst. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan is a co-manager on the Amity UK and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.

Ketan Patel
Joined 09/01/2016

Ketan joined EdenTree in 2003 as a research analyst. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan is a co-manager on the Amity UK and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.

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