Eden Tree

Leading the way in Responsible and Sustainable investing

We launched one of the first ethical equity funds in the UK in March 1988, marking the start of a long-term commitment to Performance with Principles.

For us, responsible stewardship means we have a duty to help clients align their investments with their values. Supported by in-depth analysis and oversight from our Responsible Investment team, we carefully assess the social and environment impact of each of our funds.

We exclude fossil fuels, defence, tobacco and other harmful sectors. And we clearly communicate each fund’s objectives and the responsible and sustainable approach we take to investing in equities, fixed income and listed infrastructure. In short, our funds invest precisely the way we say they do. As a fund house, we seek to have an outsized influence on our local community, wider society and the environment through our approach to investing, voting and engagement.

We are charity owned – a unique ownership structure that ensures we are working towards goals shared by our clients and society more broadly.

Our commitment to Responsible and Sustainable investing may be more than 30 years old, but our pioneering spirit remains as fresh as day one.

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We are proud to have been awarded the Moneyfacts ‘Best Ethical Investment Provider’ award every year since 2009 - an award voted for by the adviser community, that recognises our strong long-term performance and commitment to client service.

EdenTree are part of the Benefact Group, a family of specialist financial services businesses, which gives all of its available profits to charity and good causes. The Benefact Group is the fourth largest corporate donor to good causes, having given over £100m in charitable donations.

So by doing business with us, not only will you continue to benefit from Responsible and Sustainable investment that’s dedicated to providing performance with principles, you will also be contributing to our wider movement for good, where our profits go to good causes to help transform lives and communities.

What we offer our clients:

We are an investment manager with £3.7bn1 of assets under management, who believes that consistent, long- term returns are more likely to be achieved by investing responsibly in sustainable businesses.

An expert team

Serving the wholesale, institutional, charity and retail market – our investment team has some of the longest continuous track records of any in the UK.

Performance with principles

Our fund managers and Responsible Investment team work side by side to generate ideas, analyse opportunities, create meaningful and diversified portfolios and undertake ongoing evaluation.

Our responsible and sustainable approach

We fully integrate Environmental, Social and Governance (ESG) factors across our investment process. This integrated approach covers four key areas: screening, engagement, governance and thought-leading research.

1 Source: EdenTree December 2022

We are leading the way in Responsible and Sustainable investing

Our range of funds offers clients the chance to diversify across asset classes, regions and strategies, but with the central philosophy that achieving consistent, long-term returns is more important than capitalising on short-term market trends.

Contact us

For additional information on EdenTree and to find out more about what our range of funds can deliver for you and your clients, please get in touch with us at:

08000 321 893
[email protected]

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, and you may not get back the amount originally invested. Past performance should not be seen as a guide to future performance. If you are unsure which investment is most suited for you, the advice of a qualified financial adviser should be sought. EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Benefact House, 2000, Pioneer Avenue, Gloucester Business Park, Brockworth, Gloucester, GL3 4AW, United Kingdom. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association. Firm Reference Number 527473.