Our Funds

R&S European Equity

To achieve long-term capital growth over five years or more with an income through a diversified portfolio of European (ex-UK) companies. The EdenTree Responsible and Sustainable European Equity Fund aims to invest at least 80% in European (ex-UK) companies by investing in companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

R&S Global Equity

To achieve long-term capital growth over five years or more with an income through a diversified portfolio of international (including the UK) companies. The EdenTree Responsible and Sustainable Global Equity Fund seeks to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

Global Select Government Bond

To generate a regular income payable quarterly with some capital growth over a period of five years or more through investment in a portfolio of government and government-related green, social sustainable or impact bonds.

This Fund does not have a UK sustainable investment label because it does not have a Sustainability Objective. Sustainable investment labels help investors find products that have a specific sustainability goal.

Global Impact Bond

To deliver measurable positive environmental and social impact alongside a regular level of income.

Green Future

To provide capital growth over 5 years or more, with an income.

To support a reduction in the level of greenhouse gas emissions, measured in tonnes of CO2e avoided on an annual basis, through the Fund’s investment in, and engagement with, companies whose products and services provide climate change solutions.

Green Infrastructure

To generate income with the potential for capital growth by investing in infrastructure-related companies around the globe.

To support a reduction in the level of greenhouse gas emissions, measured in tonnes of CO2e avoided on an annual basis, through the Fund’s investment in, and engagement with, companies whose business is based on the ownership, operation, construction, development, or debt funding of real assets and infrastructure projects that mitigate the effects of climate change.

R&S Managed Income

To prioritise income, with the aim of exceeding the yield of the FTSE 250 Mid-Cap Index, together with capital growth over the longer term, five years or more. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed-interest securities and cash equivalents. The Fund will maintain a bias towards equities of 60 – 85%.

R&S Short Dated Bond

The Fund aims to preserve capital and generate a regular income payable quarterly. The Fund will aim to invest at least 80% in short dated government bonds and debt instruments issued by companies that the manager believes make a positive contribution to society and the environment through sustainable and socially responsible practices.

R&S Sterling Bond

The Fund aims to generate a regular level of income payable quarterly. The EdenTree Responsible and Sustainable Sterling Bond Fund seeks to invest in a highly diversified portfolio of Government bonds and good quality fixed interest securities issued by companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

R&S UK Equity

To achieve long-term capital appreciation over five years or more and an income, through a diversified portfolio of UK companies. The EdenTree Responsible and Sustainable UK Equity Fund aims to invest at least 80% in UK companies whose primary listing is in the UK by investing in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

R&S UK Equity Opportunities

To achieve long-term capital growth over five years or more with an income. The EdenTree Responsible and Sustainable UK Equity Opportunities Fund aims to invest at least 80% in a range of UK incorporated companies whose primary listing is in the UK, which the Manager believes offer good potential for long-term capital growth.

R&S Multi-Asset Balanced

The Fund aims to provide long-term capital growth and income over five years or more with a more moderate level of risk relative to other funds within our range.

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R&S Multi-Asset Cautious

The Fund aims to provide long-term capital growth and income over five years or more with a lower level of risk relative to other funds within our range.

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R&S Multi-Asset Growth

The Fund aims to provide long-term capital growth and income over five years or more with a higher level of risk relative to other funds within our range.

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