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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.
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Our view on this fund
In November 2021, the managers of this fund, formerly known as EdenTree Higher Income, added a responsible and sustainable investment screen to the fund's existing investment process. This change was designed to benefit the fund by ensuring that environmental, social and governance (ESG) risks and opportunities were more explicitly...
Our latest article
In this fund update, Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, ESG integration, cost and performance of the EdenTree Responsible and Sustainable Managed Income Fund.
The Fund aims to provide an above average and growing level of income together with capital growth over the longer term. The Manager will seek to achieve the investment objective by investing in a mix of equities, fixed interest securities and such other investments that the Manager considers suitable.