EdenTree Amity International B

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.15%
  • 3 Year sharpe0.39
  • 3 Year alpha-4
  • Distribution Typeincome
  • BenchmarkFTSE World TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • IA SectorGlobal
  • Manager GroupEdenTree
  • DomicileUnited Kingdom
  • ISINGB0008449075

Investment Strategy

The Fund aims to achieve long-term capital growth over five years or more with an income through a diversified portfolio of international (including the UK) companies. The Amity International 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 portfolio will consist of at least 80% listed 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.

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