EdenTree Responsible & Sustainable Managed Income A
Category GBP Allocation 60-80% Equity
Last buy/sell price
120.40p
-0.40p (-0.33%)
Fund Code
0944982
GB0009449827
Prices updated as at 15 Apr 2024
Prices in GBX
Investment objective
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%.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Gregory Herbert, Michael Sheehan |
| 124.2 | |
| 113.6 | |
| Fund comparative index | FTSE 250 Mid-Cap TR GBP |
| Mixed Investment 40-85% Shares | |
| - | |
| 1.44 | |
| 0.11 | |
| - | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | EdenTree Investment Management Limited |
| Share class launch date | 01 Nov 1994 |
| £356.47m | |
| - | |
| - | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
