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About us

EdenTree is an investment management firm with a strong heritage of delivering profit with principles. We provide an award-winning fund range managed responsibly by some of the UK’s most highly rated Fund Managers. Our investment team has some of the longest continuous track records of any in the City. We believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. That’s why we adhere to our profit with principles approach. We firmly believe that the companies still returning results tomorrow will be the ones acting responsibly today, both internally and within their communities.

At EdenTree we’ve got a proud 30 year track record of delivering long term results. We believe that strong results can not only be achieved by investing responsibly, but are more likely to achieve out performance when investing in companies with sustainable environmental, social and governance policies in place. We echo this sentiment in our own corporate activity being owned by a charity.  Over the past 3 years, the Ecclesiastical Group donated over £50m to Allchurches Trust our charitable owner. This recently lead to us being listed as the fourth biggest corporate charitable donor in the UK, a considerable achievement considering the relative size of the Ecclesiastical Group compared to the other firms in the top ten.

Today, we’ve got £2.7bn* under management. We have a range of Amity-screened funds offering the opportunity to diversify across asset classes and regions, as well as two non-screened funds to choose from and two funds for charities. With a strong history of awards, research initiatives and a committed and consistent team we are dedicated to servicing our clients to the highest standards possible. We hope to continue this work and achievements well into the future.

We are proud of our clear culture and strong values, that focus on our business, our people, our environment, our community and our customers.  You can read our Culture and Values Statement here.


 * Source: EdenTree as at 30 June 2018
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FE Alpha Manager 2018
FE Alpha Manager 2018
Robin Hepworth
Moneyfacts Best Ethical Investment Provider
Moneyfacts Best Ethical Investment Provider
Nine Years Running 2009-2017
FE Alpha Manager 2017
FE Alpha Manager 2017
Robin Hepworth
Moneyfacts Best Ethical Investment Provider
Moneyfacts Best Ethical Investment Provider
Eight Years Running 2009-2016
Money Observer Rated Fund
Money Observer Rated Fund
UK Equity Growth Fund
FE Alpha Manager 2016
FE Alpha Manager 2016
Robin Hepworth
Moneyfacts Best Ethical Investment Provider
Moneyfacts Best Ethical Investment Provider
7 years running 2009-2015
RSMR R Awards
RSMR R Awards
Higher Income Fund
FundCalibre Elite Provider Award
FundCalibre Elite Provider Award
Equities
2015 Citywire Platinum rated
2015 Citywire Platinum rated
Mixed Asset Sector
2015 Lippers Best Group over 3 years
2015 Lipper's Best Group over 3 years
Mixed Assets Small
FUNDCLASS European Funds Trophy for Best European Asset Manager
FUNDCLASS European Funds Trophy for Best European Asset Manager
four to seven Funds 2012-2015
2015 Citywire Silver rated
2015 Citywire Silver rated
for Equity UK (All Companies)
2014 Money Observers Best Larger UK Growth Fund
2014 Money Observer's Best Larger UK Growth Fund
UK Equity Growth Fund
2014 Money Observers Best Ethical/SRI Equity Fund
2014 Money Observer's Best Ethical/SRI Equity Fund
Amity UK Fund
2014 Money Observers Highly Commended Smaller UK Bond Fund
2014 Money Observer's Highly Commended Smaller UK Bond Fund
Amity Sterling Bond
2014 Citywire Platinum rated
2014 Citywire Platinum rated
Mixed Asset Sector
2014 Citywire Gold rated
2014 Citywire Gold rated
Global Equity Sector
2014 Lippers Best Mixed Asset GBP Balanced Fund
2014 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2014 Consistent Outperformance
2014 Consistent Outperformance
Higher Income Fund
2014 Morningstar Best UK Flex-cap Equity Fund
2014 Morningstar Best UK Flex-cap Equity Fund
UK Equity Growth Fund
2014 Money Observer Rated Fund
2014 Money Observer Rated Fund
Amity Sterling Rated Fund
2014 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
2014 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
Higher Income Fund
2013 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
2013 Moneywise Pensions Awards Best Fund in Mixed Investment 40-85% Shares
Higher Income Fund
2013 Money Observers Best Ethical/SRI Bond Fund
2013 Money Observer's Best Ethical/SRI Bond Fund
Amity Sterling Bond Fund
2013 Lippers Best Mixed Asset GBP Balanced Fund
2013 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2013 Lippers Best Mixed Asset GBP Balanced Fund
2013 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 5 years
2013 What Investment Best Multi-Asset Fund
2013 What Investment Best Multi-Asset Fund
Higher Income Fund
2012 Climate Change & Ethical Investments Best Ethical Investment Fund
2012 Climate Change & Ethical Investment's Best Ethical Investment Fund
Amity UK Fund
2012 Money Observers Best Ethical/SRI Fund
2012 Money Observer's Best Ethical/SRI Fund
Amity International Fund
2012 Lippers Best Mixed Asset GBP Balanced Fund
2012 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 5 years
2012 Lippers Best Mixed Asset GBP Balanced Fund
2012 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2011 Money Observers Best Global Growth Fund
2011 Money Observer's Best Global Growth Fund
Amity International Fund
2011 Lippers Best Mixed Asset GBP Balanced Fund
2011 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 3 years
2011 Lippers Best Mixed Asset GBP Balanced Fund
2011 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 5 years
2011 Lippers Best Mixed Asset GBP Balanced Fund
2011 Lipper's Best Mixed Asset GBP Balanced Fund
Higher Income Fund over 10 years
2011 Morningstars Best Global Large Cap Equity Fund
2011 Morningstar's Best Global Large Cap Equity Fund
Amity International Fund

EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.