EdenTree Responsible & Sust Glbl Eq B
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
Name of company | EdenTree Investment Management Limited |
Phone | +44 0800 011 3821 |
Website | www.edentreeim.com |
Address | 24 Monument Street - London EC3R 8AJ United Kingdom |
Fund
Domicile | GBR |
Legal structure | OEIC |
UCITS | Yes |
Inception date | 10/09/1999 |
Managers
Fund manager | David Osfield |
Manager start date | 15/08/2016 |
Biography | David joined EdenTree in 2016 and leads management of the EdenTree Responsible & Sustainable Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (hons) in Business Finance from Durham University. |
Fund manager | Thomas Fitzgerald |
Manager start date | 01/08/2018 |
Biography | Tom joined EdenTree in 2011 and has been co-manager of the EdenTree Responsible & Sustainable Global Equity Fund since August 2018 and also co-manages the Green Future Fund, as well as the firm’s “Sustainable Global Equities for a Just Transition” segregated strategies. He initially joined the Investment Team as a Research Analyst where his primary responsibilities centred on global equity analysis, focusing in particular on the global Technology sector. Tom graduated with a BSc (Hons) in Economics and Business Management from Oxford Brookes University and holds the Investment Management Certificate (IMC) and the CFA Certificate in ESG Investing. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2024 AJ Bell. All rights reserved.