EdenTree Higher Income Fund
Class B - Income (GBP)





Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund is managed by Robin Hepworth, one of the most experienced fund managers in the UK. He has a superb track record of blending shares and bonds to deliver an attractive income and capital growth over the long term. We think his experience, disciplined approach, and excellent track record make this one of best funds in the sector. There's no guarantee how the fund will perform in the future.
We think the fund's a great choice for income investors, but it provides the potential for growth over the long term as well. Some investments in bonds and cash could offer some stability compared to a fund invested entirely in shares.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
26/02/16 to 26/02/17 | 26/02/17 to 26/02/18 | 26/02/18 to 26/02/19 | 26/02/19 to 26/02/20 | 26/02/20 to 26/02/21 | |
---|---|---|---|---|---|
Annual return | 19.19% | 6.00% | 2.33% | 2.11% | 2.40% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
