EdenTree Responsible and Sustainable UK Equity Opportunities A

Category UK Flex-Cap Equity


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Last buy/sell price

293.70p

arrow-up0.90p (+0.31%)

Fund Code

0844598

GB0008445982

Prices updated as at 27 Mar 2024
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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, money-market 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerKetan Patel, Philip Harris
293.7
249.4
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
1.30
0.02
-
UK Flex-Cap Equity
No
Fund providerEdenTree Investment Management Limited
Share class launch date10 Sep 1999
£116.85m
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-
-
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.