EdenTree UK Equity Opportunities

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There is only one type of share class for this fund.

EdenTree UK Eq Opportunities Fund B Inc

Category UK Flex-Cap Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

316.80p

arrow-up3.30p (+1.05%)

Fund Code

EAEGB

0844606

GB0008446063

Prices updated as at 02 May 2025
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Prices in GBX

Investment objective
To achieve long-term capital growth over five years or more with an income. The Fund aims to invest at least 80% in a range of UK incorporated companies whose primary listing is in the UK which the Manager believes offer good potential for long-term capital growth. The portfolio will consist of at least 80% listed securities with a bias towards small and mid-cap companies and those that the Manager considers are undervalued opportunities. The Manager may also invest in units in collective investment schemes, moneymarket instruments, derivatives and forward transactions, deposits, nil and partly-paid securities, bonds, convertible bonds, cash and near cash as deemed economically appropriate to meet the Fund’s objective. At least 70% of the fund’s assets will be invested in line with the sustainability approach.

Annual performance (%)

YearThis fundUK Flex-Cap Equity
31 Mar 14 - 31 Mar 154.684.47
31 Mar 15 - 31 Mar 16-0.19-1.10
31 Mar 16 - 31 Mar 1714.3518.02
31 Mar 17 - 31 Mar 189.914.50
31 Mar 18 - 31 Mar 191.631.42
31 Mar 19 - 31 Mar 20-17.90-19.88
31 Mar 20 - 31 Mar 2144.8241.62
31 Mar 21 - 31 Mar 22-2.982.16
31 Mar 22 - 31 Mar 23-8.54-0.20
31 Mar 23 - 31 Mar 2410.547.83
31 Mar 24 - 31 Mar 252.764.28

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day1.050.77
1 Month4.382.21
3 Months-2.82-2.45
6 Months6.462.85
1 Year7.456.01
3 Years annualised4.024.71
5 Years annualised7.218.99
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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