EdenTree Responsible & Sustainable Short Dated Bond

A high quality investment grade only bond fund, with its strategy built upon a “profit with principles” approach which is achieved by investing responsible in sustainable businesses.

EdenTree Amity Short Dated Bond fund is one of the first short dated bond funds to be launched which is eligible for inclusion within our Positive Impact portfolios. The fund’s philosophy stems from EdenTree’s “Profit with Principles” approach in which the managers believe long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. Therefore, the fund looks to invest in companies that can generate financial returns without causing detriment to the environment or society as a whole. To achieve this, EdenTree considers both financial and responsible research together to form a comprehensive view of the issuers. This helps build a framework to assess the risks and opportunities, all with the goal of identifying the best opportunities to deliver long-term returns for investors. Invariably, issuers must exhibit characteristics such as sound financials, solid balance sheets, growth prospects and the potential to deliver stable cash flows.

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

Manager Profile

David Katimbo-Mugwanya (left) joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. Along with a BSc in Economics from the University of Essex, David holds the IMC and is a CFA Charterholder. His previous experience at Epworth Investment Management saw him excel at managing portfolios for a diverse clientele via designated mandates and or bespoke solutions. He has co-managed the Amity Short Dated fund since launch.

Chris Hiorns (right) has worked at EdenTree since 1996 having gained an MSc in Economics from University College London. He started as an Investment Analyst before being appointed as Fund Manager in 2007. He has managed the Amity Balanced Fund for Charities since launch in 2011 and the Amity Sterling Bond Fund since 2008. He has been a CFA Charterholder since 2004. He has co-managed the Amity Short Dated fund since launch.

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.