MoneyAM Fund Centre

Quick Stats

Fund Objective

To achieve long-term capital appreciation over five years or more and an income, through a diversified portfolio of UK companies. The Amity UK Fund aims to invest at least 80% in UK companies whose primary listing is in the UK by investing in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

Fund Managers

Sue Round

Sue joined the EdenTree Insurance Group in 1984 as an investment analyst. She has been Fund Manager of the Amity UK Fund since its launch in 1988. Before joining Ecclesiastical, Sue spent five years at Philip Hill, the Investment Trust specialist management house.

Ketan Patel

Ketan joined EdenTree in 2003 as a research analyst. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a Global Healthcare Analyst. Ketan is a co-manager on the Amity UK and UK Equity Growth Fund. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.