EdenTree Responsible & Sustainable Sterling Bond

A fixed income fund that focuses mainly on the bonds of UK corporates which make a positive contribution to society and the environment through sustainable and socially responsible practices

The fund will invest in a basket of bonds selected from a universe of companies created by taking out companies with a negative social impact (e.g. armaments, tobacco, alcohol), and crucially favouring companies impacting society and the environment positively. The fund manager is assisted by an experienced sustainable team which consistently review the impact of the selected companies, helped by Sustainalytics ESG research. We like the fund as it has a strong investment process which allow the fund managers to invest across the credit spectrum and also adjust their interest rate exposure. The fund has also outperformed peers over the long term.

Fund type UK OEIC
Asset class Bonds
Sector Flexible Bonds
Managed by Chris Hiorns & David Katimbo-Mugwanya
Held in EQ PortfoliosPIP Balanced Plus
PIP Balanced
PIP Cautious
PIP Cautious Plus
PIP Adventurous

Manager Profile

Robin was appointed CIO of the firm in 2011, having worked at Edentree (formerly Ecclesiastical) Investment Management since 1988. He has over 30 years of experience in the sector, focused on SRI investing and has been a fund manager since 1990. He was Global Fund Manager of the Year 2010, FE Alpha Manager 2012 and has recently been listed as one of Citywire’s top 10 most consistent managers over the past 10 years.

Chris is a fund manager at Ecclesiastical focusing on UK fixed income and European Equities. Chris graduated in 1995 with an MSc in Economics from University College London, then joining Ecclesiastical in 1996 as a Research Assistant. He began managing funds in 2007 and is a CFA charterholder.

Fund performance

EdenTree Investment Management

Edentree Investment Management is a subsidiary of the Ecclesiastical Insurance Group, a specialist financial services company specialising in church, charity and education insurance. The firm has over 30 years of track record in responsible investing, and manages £2.7 billion (as of October 2017). Edentree’s parent company, Ecclesiastical, will donate all of its distributable profit to charitable causes, amounting to £22.5m in 2014.