EdenTree Res & Sus Managed Inc

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

EdenTree Responsible & Sustainable Managed Income B

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

131.40p

arrow-up0.40p (+0.31%)

Fund Code

EAHIB

0944971

GB0009449710

Prices updated as at 27 Mar 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%.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerGregory Herbert, Michael Sheehan
133.3
121.6
Fund comparative indexFTSE 250 Mid-Cap TR GBP
Mixed Investment 40-85% Shares
-
0.91
0.11
0.00
GBP Allocation 60-80% Equity
No
Fund providerEdenTree Investment Management Limited
Share class launch date01 Nov 1994
£356.47m
-
5.10
-
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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.