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A change to the Amity Global Equity Income Fund for Charities

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From 1 January 2018, the Amity Global Equity Income Fund for Charities became the Amity Global Equity Fund for Charities, following minor changes to the fund’s name, investment objective and investment policy.

Following an Extraordinary General Meeting of the Amity Global Equity Income Fund for Charities shareholders, where all resolutions proposed were passed with 99.23% of the votes in favour, the following changes occured with effect from 1 January 2018:

  • The name of the fund became Amity Global Equity Fund for Charities
  • The fund’s objective will be to deliver longer term capital appreciation and an income from a portfolio of global equities
  • The investment policy will be to primarily invest in a diversified portfolio of equities of UK and international companies which make a positive contribution to society and the environment through sustainable and socially responsible practises.

All other aspects of the fund, including its structure and investment process, remain unchanged however.

For further queries on the changes to the Amity Equity Fund for Charities, you can contact our charities team on 0800 032 3778 or by emailing charities@edentreeim.com.

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.