EdenTree Amity European B

Fund

Fund Info

  • Yield History2.54%
  • 3 Year sharpe0.77
  • 3 Year alpha-1.35
  • Distribution Typeincome
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • SectorEurope Excluding UK
  • Manager GroupEdenTree
  • DomicileUnited Kingdom
  • ISINGB0008448333

Investment Strategy

The fund seeks to achieve long-term capital growth with a reasonable level of income primarily through a diversified portfolio of European companies. The Amity European 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 European 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.