EdenTree UK Equity Growth Fund B Income

Name
EdenTree UK Equity Growth Fund B Income
Manager
EdenTree Investment Management Limited
Type
Open Ended Investment Company
ISIN
GB0008446063
Sector
UK All Companies
Launched
25/10/2000
OCF
0.79 %
Risk Rating
4
3 Year Sharpe
0.82
3 Year Alpha
3.05
Yield
1.7 %
Benchmark
FTSE AllSh TR GBP
To achieve long-term capital growth with a reasonable level of income. The UK Equity Growth Fund is designed to invest primarily in a range of UK incorporated and/or listed companies which the Manager believes offer good potential for long- term capital growth. This Fund is marketable to all retail investors. The portfolio will consist primarily of transferable securities but the Manager may also invest in units in collective investment schemes, money-market instruments, derivatives and forward transactions, deposits, nil and partly-paid securities, bonds, convertible bonds, cash and near cash as deemed economically appropriate 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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