EdenTree Investment Management

EdenTree to become the UK’s only fully SDR-labelled fund house We are delighted to announce plans to apply SDR labels to seven more funds in our range, making us the only UK fund house with a fully labelled product range once all labels are applied. With four funds already labelled, the additions will bring our total number of labelled funds to 11. Our Head of Sustainable Investment Carlota Esguevillas comments: “Investing sustainably shouldn’t be complicated. As an industry we owe it to investors to provide a transparent and varied range of sustainable investment options, allowing them to confidently select the strategy that best aligns with their own priorities and goals. “With all funds now SDR-labelled, we are proud to offer clients a full list of transparently sustainable investment vehicles spanning equities, fixed income and listed infrastructure, across a choice of both Impact and Focus labelled funds.” Find out more here: https://lnkd.in/eHrx4qvP For professional investors only. Capital at risk. #Sustainability #SDR #Transparency #EdenTree

Our Global Impact Bond Fund Impact Report to December 2024 is now live! We’re delighted to share the third edition of this report, which reflects our continued commitment to delivering measurable real-world impact alongside competitive financial returns. Despite headwinds in the sustainable investing space, we remain steadfast. The Fund’s updated theory of change, refined KPIs and enhanced engagement strategy reflect our dedication to transparency, consistency and meaningful impact. In February 2025, the Fund adopted the Sustainability Impact label – a milestone that underscores the rigour of our impact approach, which evaluates both issuer and bond credentials and actively seeks to influence outcomes through targeted engagement. Read here: https://lnkd.in/e6XUV_Ed For professional investors. Capital at risk. #ImpactInvesting #FixedIncome #ESG #SustainableFinance #GlobalImpactBondFund #Sustainability #FinanceWithPurpose

With the seventh prime minister of Macron’s presidency resigning yesterday and the CAC 40 selling off again, investor confidence in French equities is understandably low. But periods of political and economic uncertainty often create opportunities for value-focused investors, especially when market prices diverge from intrinsic worth – a situation we’re seeing in France today. Many French companies remain fundamentally sound. In fact, a significant number are globally diversified, generating revenues beyond their domestic borders. We’ve used this volatility to add to some of our high-conviction names with international exposure. To read more about how our EdenTree European Equity Fund is navigating this landscape, click here: https://lnkd.in/ekTkZFe7 For professional investors only. Capital at risk. #EuropeanEquities #France #CAC40 #ValueInvesting #ActiveManagement #MarketVolatility #EquityFund

Europe’s back in play, value’s our move. With the US investment landscape having grown more challenging, investors are seeing Europe with fresh eyes. But while the region presents undeniable strengths, it is also navigating its own turbulence. French President Macron may now have a government, but budget approval and stability remain uncertain. Germany is preparing to unleash a €500 billion infrastructure spend. Overlay this with the ongoing war in Ukraine and concerns around US tariffs, and it's clear that Europe faces challenges of its own. But volatility presents opportunity for discerning, active investors – the mispriced risks, hidden potential and companies steadily building long-term value. To uncover quality companies trading below their intrinsic worth, active management – with conviction and discipline – is required. The EdenTree European Equity Fund employs this approach, investing in undervalued companies with strong fundamentals. Read more about our European strategy here: https://lnkd.in/ekTkZFe7 For Professional Investors only. Capital at risk. #SustainableInvesting #EuropeanEquities #ActiveManagement #SustainableInvestment #EdenTree #MarketOutlook #InvestmentStrategy

The EdenTree European Equity Fund: Europe’s back in play, value’s our move We believe the best opportunities are often overlooked, and the EdenTree European Equity Fund knows where to find them. The Fund’s disciplined and value-oriented investing approach helps to uncover underappreciated companies that are trading at attractive valuations. The team strives to build a resilient portfolio that is capable of navigating today’s uncertain market conditions – finding potential that is hidden in plain sight. Discover more about the fund here: https://lnkd.in/eimpHf3p For Professional Investors only. Capital at risk. #EuropeanEquity #ValueInvesting #EquityMarkets #EdenTree

Our Green Infrastructure Fund 2024 Impact Report is now live! In this report, we highlight our commitment to sustainable investing – detailing both the impact of the Fund’s underlying holdings and the engagement activity we’ve undertaken over the year. We believe combining asset allocation decisions with stewardship activities can drive enduring positive change, supporting real-world outcomes, innovation and market growth while limiting harms. Generating positive social and environmental outcomes is central to EdenTree’s purpose. We hope this report provides further transparency on the EdenTree Green Future Fund’s impact approach. Read report here: https://lnkd.in/ew287fSG For professional investors. Capital at risk. #GreenInfrastructure #SDRImpactInvesting #SustainableInvesting #ImpactInvesting #InvestorStewardship #ImpactReport2024