EdenTree have been pioneers in Responsible and Sustainable (R&S) Investing for 35 Years, launching their first ethically screened Fund in 1988. All of the assets that they run for their clients are in some way managed ethically, responsibly or sustainably.
EdenTree is part of the Benefact Group, an international family of specialist financial services. Ultimately owned by a registered Charity, the Benefact Trust, EdenTree gives all its available profits back to its charitable parent, to be distributed out to good causes.
EdenTree are based in the City of London. They have an investment team of ~20 individuals running R&S money within Global Equities, Fixed Interest, and Alternatives. This team includes a dedicated Responsible Investment Team who are responsible for conducting bottom-up proprietary ESG research on all companies that EdenTree invests in. This is to ensure they not only invest in companies with sound fundamental investment metrics, but those who are also good corporate citizens. EdenTree believe that responsible companies are more likely to generate returns in the long term.
EdenTree have been continuously recognised for the strength of its offering, being awarded the title of “Best Ethical Investment Provider” for 15 consecutive years; an award voted for by the UK Financial Advisor community.
|Funds Domicile||U.K. |
|AUM||GBP 3.7 bn (31/12/22)|
|Management Style||Value based stock picking, long term, SRI|