Edentree Green Future Fund

The fund was launched at the end of January this year. Charlie previously managed the Jupiter Ecology Fund from 2003 until recently, when he moved across to Edentree to revitalise their product range. The key difference for him is that this is a business that has been investing in the green space for over 30 years and this is all they do. His co-manager Tom Fitzgerald joined Edentree from University in 2011 and became a fund manager in 2018. This fund is part of the new look product range.

They believe the green revolution is a multi-decade opportunity and challenges include the warming of the planet, waste generation and lack of clean water. These and other challenges open opportunities, and this is where this fund looks to invest. They focus on companies that can deliver solutions to the world’s challenges.

They invest over a 5-to-7-year time horizon and have a bias to mid-cap companies. They are looking to hold 40 to 60 companies, and hope that this fund will eventually become an Article 9 strategy. (An Article 9 Fund under Sustainable Finance Disclosure Regulation (SFDR) is defined as “a Fund that has sustainable investment as its objective or a reduction in carbon emissions as its objective.”)….read more

Fund Facts Morningstar


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