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 sustainable and reponsible investment manager with a strong heritage in delivering profit with principles.
We are part of the Ecclesiastical Insurance Group which is owned by the Allchurches Trust making our ultimate parent a charity. Our roots go back to 1887 but it was in 1988 that we launched one of the first Socially Responsible Investment (SRI) funds. Since then we have expanded to provide charity specific pooled investment funds as well as providing segregated mandates for charitable organisations meaning we can provide solutions for charities with investable assets ranging from £1000 to over £60 million!

Our Philosophy

We are value investors who help charities to preserve capital and grow income while emphasising absolute returns over relative performance. We assess companies on investment merit favouring strong, well run companies with well-developed approaches to managing Environmental, Social and Governance (ESG) risk. Ultimately we believe charities are looking to preserve their capital and maintain and grow their income.