EdenTree Responsible & Sust UK Eq Opps B (0P00000UM9.L)
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EdenTree Responsible & Sust UK Eq Opps B
24 Monument Street
+44 0800 011 3821
Management Information
,Lead Manager since September 1, 2015
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.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyEdenTree Investment Management Limited
Net Assets106.92M
YTD Return2.88%
Yield2.06%
Morningstar Rating★★★
Inception DateSept 10, 1999
Fund Operations
Last Dividend0.04
Last Cap GainN/A
Holdings Turnover9.02%
Average for CategoryN/A
Fees & Expenses
Expense0P00000UM9.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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