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Our Funds

Our range of screened and non-screened funds offer clients the chance to diversify across asset classes, regions and strategies, but with the central philosophy that achieving consistent, long-term returns are more important than capitalising on short-term market trends. For clients interested in services for the third sector, we also offer two specialist funds for charities.

Screened funds

Amity European

Our Amity European Fund seeks out undervalued equities across Europe, using a bottom-up stock picking approach in order to find good quality companies trading on attractive multiples with high dividend yields.

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Amity International

Our Amity International Fund invests globally in companies that have strong environmental and corporate governance policies and are looking to solve some of the world’s biggest problems by adopting an innovative and sustainable approach.

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Amity UK

Our Amity UK Fund was launched in 1988, making it one of the first ethical funds available in the UK. The fund has been under the stewardship of the same fund manager, Sue Round, since inception and aims to preserve capital and avoid long-term risk.

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Amity Sterling Bond

Our Amity Sterling Bond Fund is run with a macro-economic focus on the UK economy and is predominantly invested in corporate bonds, but also UK gilts, preference shares and permanent interest-bearing securities, with a spread of durations.

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Amity Short Dated Bond

Our Amity Short Dated Bond Fund seeks to invest primarily in high quality bonds, those with an investment-grade credit rating of A or better, with a portfolio duration averaging around two years.

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Non-screened funds

Higher Income

Our Higher Income Fund is a multi-asset fund run with a contrarian approach. FE Alpha Manager Rob Hepworth looks for companies with value characteristics and portfolio turnover is low, which has led to significant outperformance over the long-term.

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UK Equity Growth

Our UK Equity Growth Fund invests in companies that have leading positions in growing markets. The fund maintains a small and mid-cap bias, capitalising on under-researched areas of the market in order to add alpha.

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Funds for charities

Our specialist funds for charities provide our clients in the voluntary sector with the services that they need the most – capital preservation, a sustainable income and a responsible investment approach which naturally aligns with a charity’s vision and safeguards their reputation.

Amity Balanced

Our Amity Balanced Fund is a multi-asset fund which aims to achieve both capital growth and income, by investing in companies which make a positive contribution to society and the environment through responsible and sustainable practises.

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Amity Global Equity

Our Amity Global Equity Fund looks to achieve long-term growth through a portfolio of responsible, sustainable and global holdings that can deliver strong and growing dividends, a key driver in long-term investment performance.

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