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EdenTree Responsible & Sustainable UK Equity
The EdenTree Responsible and Sustainable range of funds make social responsibility key to any investment decision. In the EdenTree Responsible & Sustainable UK Equity fund, long-running manager Sue Round curates an actively-managed, diverse selection of UK businesses, designed to generate long-term returns for ethically-minded investors.
Previously EdenTree Amity UK
Our opinion
As pioneers of responsible investing, EdenTree offers even the most discerning client a justifiable investment opportunity. Although it can invest in companies of any size, EdenTree Responsible & Sustainable UK Equity is very different from many of its peers as it invests in a large proportion of smaller and medium-sized companies. Sue has proven over several decades that ethical investing and good returns can go hand in hand.
Company description
EdenTree Investment Management was the product of a rebranding, in June 2015, by Ecclesiastical Investment Management, who first launched its investment management arm in 1988. The rebranding was done to emphasise its socially responsible focus and the company is a leader in environmental, social and corporate governance investing. It also runs money for many charities. The group was awarded the Elite Equities Provider rating in 2016.
Fund manager
Sue is one of the country’s longest-running ethical managers, with more than 30 years’ experience. Having joined the company in 1984, she has managed the EdenTree Responsible & Sustainable UK Equity fund since 1988. She is joined by Ketan Patel, who started at EdenTree as a research analyst in 2003 and became co-manager of this fund in September 2016. He previously worked on the trading desk at JP Morgan and as a healthcare analyst at Insight Investment.
EdenTree Responsible & Sustainable UK Equity is the longest-established ethical fund in the UK and I'm proud to have been at the helm for around 30 years.
Sue RoundFund manager
Investment process
Sue, through her stock-picking technique, finds companies that are currently undervalued and out-of-favour, but with the potential to increase in value. Responsible investing is a key factor in decision making, with any potential investment having to pass through a rigorous multi-factor screening process. The fund consists of around 130 stocks, with a considerable weighting in small to medium-sized companies.
Risk
The small and mid-cap tilt makes the fund's risk profile higher than its peer group and the UK stock market. This is somewhat mitigated by the large number of stocks held, which increases diversification. The ethical mandate means the fund may lag the market when stocks it does not invest in - oil & gas majors for example - are driving the market upwards.
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