EdenTree

Services Provided

  • Discretionary
  • Execution

Location

  • 1 UK Location

Investment

  • Investment Manager
  • Founded 1887

Pooled Accounts

  • Minimum Account £1K
  • Assets Under Management £102M
  • Number Of Clients 111

Segregated Accounts

  • Minimum Account £10M
  • Assets Under Management £80M
  • Number Of Clients 1

About EdenTree

EdenTree is a leading investment house with assets under management totalling £2.85bn* and is a pioneer of responsible and sustainable investing. EdenTree is part of the Ecclesiastical Insurance Group, founded in 1887 and uniquely returns all of its distributable profits to its parent, Allchurches Trust, one of the UK’s largest grant-making charities.
As a leader in responsible and sustainable investing, EdenTree has a long established track record of successfully managing both ethically screened and non-screened portfolios for individuals, institutions and charities. It has a strong heritage of delivering profit with principles, utilising a holistic approach aiming to avoid those companies which have an adverse environmental impact and helping charities to avoid the reputational risk that comes when choosing their investments.
Our expertise in this area has been consistently recognised by winning both the Charity Times Boutique Investment Manager of the Year 2018 and the Moneyfacts Best Ethical Life and Pensions Investment Provider for the past eleven consecutive years.
*As of 30 September 2019.

Our Philosophy

We are value investors who help charities to preserve capital and grow income while emphasising absolute returns over relative performance.
Our profit with principles approach means we endeavour to invest not just in companies with sound financials but those that additionally deliver economic, social and environmental benefit for society and for the communities in which they operate. EdenTree employs ‘double due dilligence’ (both negative and positive screening) to its stock selection process and engages with companies before, during and after investing.

We do this so you can be sure that your investments will align with your charitable values, whilst protecting your charity’s reputation, preserving your capital and growing your income.