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About us

EdenTree is a responsible and sustainable investment manager with a strong heritage of delivering profits with principles.

EdenTree are pioneers in responsible and sustainable investing, having launched the Amity UK Fund as one of the first ethical equity funds in the UK, in March 1988. We are proud of our 30 year track record in delivering exceptional, long-term results for our clients.

Based in the heart of the City of London, our investment team also have some of the longest continuous track records of any in the UK investment community. Today, we have £2.7bn* of assets under management across our range of screened and non-screened funds.

We serve the financial adviser community across the entirety of the UK, with dedicated regional sales managers providing exceptional levels of client support. We have been continuously recognised for the strength of our proposition, being awarded the title of ‘Best Ethical Investment Provider’ at the Moneyfacts Life & Pensions Awards for 10 consecutive years (2008-2018). 

We are proud of our clear culture and strong values which set us apart, 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 4 February 2019

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FT Adviser Investment 100 Club Member 2018
FT Adviser Investment 100 Club Member 2018
Recognised across three categories
Sustainable & ESG Investment Awards 2018
Sustainable & ESG Investment Awards 2018
Best ESG Fund Management Group (Specialist)
Charity Times Awards 2018
Charity Times Awards 2018
Boutique Investment Management Award
Moneyfacts Best Ethical Investment Provider
Moneyfacts Best Ethical Investment Provider
Ten Years Running 2009-2018
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

The value of an investment can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount originally invested. Past performance should not be seen as a guide to future performance. If you are unsure which investment is most suited to you, the advice of a qualified financial adviser should be sought. 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.