EdenTree European Equty Fund B Inc
Category Europe ex-UK Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
385.80p
0.50p (+0.13%)
Fund Code
EAAEB
0844833
GB0008448333
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
To achieve long-term capital growth over five years or more with an income through a diversified portfolio of European (ex-UK) companies. The Fund aims to invest at least 80% in European (ex- UK) companies by investing in companies. The portfolio will consist of at least 80% listed securities but the Manager may also invest in units in collective investment schemes, money-market 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
EdenTree Investment Management Limited
Fund launch date
10 Sep 1999
Domicile
United Kingdom
UCITS
Yes
Lead manager
Chris Hiorns
Lead manager start date
31 Mar 2007
Lead fund manager biography
Chris Hiorns joined EdenTree in 1996 as a Graduate Trainee and Investment Analyst, and has been running responsible and sustainable money since 2008. Chris is EdenTree’s Head of Multi-Asset and European Equities and is the lead Fund Manager on multiple EdenTree strategies including the EdenTree Responsible and Sustainable European Equity Fund and the Multi-Asset range of funds. Chris holds an MSc in Economics from University College London and is a CFA Charterholder.
Fund manager
David Osfield
Manager start date
01 Sep 2016
Fund manager biography
David joined EdenTree in 2016 and leads management of the EdenTree Responsible & Sustainable Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (Hons) in Business Finance from Durham University.
Head office
24 Monument Street
London
United Kingdom
EC3R 8AJ
Got a question?
Get in touch
we're here to help:
+44 0800 011 3821
Mon-Fri 8am to 6pm