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EdenTree UK Equity Growth Fund - Change of Name

It has been announced that the EdenTree UK Equity Growth Fund has changed its name to EdenTree Responsible and Sustainable UK Equity Opportunities Fund.

EdenTree have stated that they believe it's clearer for investors to include "responsible and sustainable" in the name of their funds.

The investment policy has been amended as follows:

"The EdenTree Responsible and Sustainable UK Equity Opportunities 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, 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. The Fund seeks to avoid investment in certain areas such as companies which have a material involvement (10% or more) in alcohol and tobacco production, weapon production, gambling, publication of violent or explicit materials, oppressive regimes, companies using animals to test cosmetic or household products, intensive farming and fossil fuel exploration and production. The Fund favours companies that follow good Business Ethics, Corporate Governance, Employment & Labour practices, Environment and Climate Change Management, Human Rights, and Community Relations and is particularly positive on companies that contribute to Education, Health & Wellbeing, Social Infrastructure and Sustainable Solutions."

- uploaded - 9 February 2021

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