EdenTree Investment Management has launched a range of multi-asset funds aimed at advisers.
The three funds, which launched on July 1, are the EdenTree Responsible and Sustainable Multi-Asset Cautious, Balanced and Growth funds. The cautious fund will offer a lower level of relative risk than the balanced and growth funds which have higher equity exposure.
The funds are managed by EdenTree’s head of multi-asset and European equities, Chris Hiorns, who has been with the firm since 1996.
He will be supported by the firm’s new chief investment officer Charlie Thomas, who joined the firm earlier this month.
Hiorns said: “Investors want their portfolios to make a difference and have a positive impact on society and the environment around them.
"Having launched one of the first ethical equity funds in the UK in 1988, we are not just participating in a fad. This launch demonstrates a continuation of our long-term dedication to performance with principles."
The equity and fixed income allocations of the funds will be invested directly into EdenTree’s existing range of global and regional funds, with the alternative allocations invested in listed infrastructure and REITs.
The firm has taken a bottom-up approach to security selection.
Thomas added: “As an authentic and experienced specialist fund manager, EdenTree provides a responsible and sustainable approach advisers can trust, in the face of an increasing number of newer entrants into this space.
“Our experts have some of the longest continuous track records of any in the UK investment community. This stability reflects our clear culture and strong values that focus on our business, people, environment, community and customers, and we believe this sets us apart from other asset managers.”
sally.hickey@ft.com
