EDENTREE INVESTMENT MANAGEMENT

EdenTree is an investment management firm specialising in delivering long-term outcomes to clients. They pioneered responsible investment in the 1980s and have always maintained that responsibility and sustainability are the foundations of long-term investment portfolios.

They manage over £2.8bn assets (as at 30 June 2018) for charities, intermediaries, institutions and individuals via pooled and segregated mandates and their investment teams have a deep and long experience in meeting charities’ income and capital goals, as well as their respective liquidity requirements.

EdenTree are wholly owned by the Ecclesiastical Insurance Group (EIG) – founded in 1887, a Group that still returns all of its distributable profits to its grant making charity parent, Allchurches Trust.

EdenTree has extensive knowledge of the charity sector including a good understanding of the respective charities’ investment needs and objectives.

This is evident through their:

  • Investment approach and performance: They are value investors who help charities to preserve capital and grow income while emphasising absolute returns over relative performance. They assess companies on investment merit favouring strong, well run companies with well-developed approaches to managing Environmental, Social and Governance (ESG) risk.
  • Ethical Approach: They help charities to align investment and mission objectives by considering factors across three areas: Ethics, Responsibility and Sustainability. They have been widely recognised for their pioneering approach to Responsible and Sustainable Investment, notably with the Moneyfacts Best Ethical Investment Provider of the Year (winner 2009 – 2018 inclusive).
  • Service and Communication Approach: EdenTree appreciate that understanding financial markets is not always straightforward and so they provide charities with opportunities to answer their questions about the market and pertinent ethical investing content.

FUNDS FROM EDENTREE INVESTMENT MANAGEMENT

Below are the charity-specific funds available through the CAF Investment Account. Read an overview of the funds and download factsheets, scheme prospectus and the annual report by signing up for Investment Explorer.

Funds available to charities only

The following funds have specifically designed them with the needs of charitable investors in mind. These funds are only available to charitable organisations and include Common Investment Funds (CIFs) and Charity Authorised Investment Funds (CAIFs).



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The Amity Balanced Fund for Charities

A tax efficient fund that aims to achieve a balance between capital growth and income by investing in a diversified portfolio of UK and international equities and fixed interest securities that adhere to our socially responsible investment criteria.
A tax efficient fund that aims to achieve a...


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The Amity Global Equity Fund for Charities

Aims to provide an above average income and capital growth over the longer term by investing in higher yielding global equities that make a positive contribution to society and environment though sustainable and socially responsible practices.
Aims to provide an above average income and...

Other funds from Edentree

EdenTree also offer bespoke discretionary mandates. Please contact the Charities Team for further information.

ABOUT THE EDENTREE TEAM

  • Philip Baker

    Head of Charity and Institutional Business Development
    Philip leads EdenTree’s institutional business, providing investment solutions and services to charities and other institutions. Philip joined EdenTree in 2009 from Fidelity International, where he worked within sales, marketing and operations, both with investment platform FundsNetwork and Fidelity’s Investment Solutions Group.

THE LATEST NEWS AND EVENTS FROM FUND MANAGERS

News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

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Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals.

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Investment knowledge centre

Investment news and views specifically selected for charities.

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The CAF Investment Account is provided to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Winterflood Business Services. Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No. 02242204. Registered Office: The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London EC4R 2GA. Member of the London Stock Exchange and NEX Exchange. Authorised and regulated by the Financial Conduct Authority (FCA register number 141455).

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at www.fca.org.uk. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369). Telephone calls may be monitored or recorded to comply with relevant legislation and for training purposes. Lines are open Monday to Friday 9am - 5pm (excluding English bank holidays).

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