EdenTree UK Equity Opportunities

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There is only one type of share class for this fund.

EdenTree UK Equity Opportunities Fund B Inc

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

326.40p

arrow-up1.50p (+0.46%)

Fund Code

EAEGB

0844606

GB0008446063

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

To achieve long-term capital growth over five years or more with an income. The 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. The portfolio will consist of at least 80% listed securities with a bias towards small and mid-cap companies and those that the Manager considers are undervalued opportunities. The Manager may also invest in units in collective investment schemes, moneymarket instruments, derivatives and forward transactions, deposits, nil and partly-paid securities, bonds, convertible bonds, cash and near cash as deemed economically appropriate to meet the Fund’s objective. At least 70% of the fund’s assets will be invested in line with the sustainability approach.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

EdenTree Investment Management Limited

Fund launch date

10 Sep 1999

Domicile

United Kingdom

UCITS

Yes

Lead manager

Philip Harris

Lead manager start date

01 Sep 2015

Lead fund manager biography

Phil is the lead Fund Manager on the Edentree Responsible & Sustainable UK Opportunities Fund. Phil has over 30 years’ experience in fund management in UK equities across a wide range of products from OEIC’s, pensions funds and LLP’s. Phil started his career at Albert E Sharp in Birmingham as a Private Client Executive and Analyst before working on their small companies and UK general funds. Subsequently he worked at Threadneedle and Credit Suisse. At Hermes and RWC he helped launch pioneering activist and shareholder engagement funds before coming to EdenTree.

Fund manager

Chi-Chung Man

Manager start date

01 Jun 2023

Fund manager biography

Chi-Chung joined Edentree in 2016 as an Investment Analyst in the UK Equity team and has recently been promoted to Associate Fund Manager. He started his career at Deloitte in the audit and is ACA qualified and a CFA Charterholder.

Head office

24 Monument Street

London

United Kingdom

EC3R 8AJ

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Important Information

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