MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund is a tax-elected Fund and aims to achieve a balance between capital growth and income. The Fund seeks to primarily invest in a diversified portfolio of UK and international shares and bonds issued by governments and companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

Fund Managers

Chris Hiorns

Chris is responsible for leading on two of EdenTree’s investment strategies; our multi asset offering, which includes our Higher Income Fund and the Amity Balanced Fund for Charities, and European equities, which includes our Amity European Fund. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst. He has risen to his present position having been a Fund Manager for the last thirteen years across both our equity and fixed income funds. Chris’ two and half decades of experience in both these asset classes has played an important role in the growth of EdenTree’s proposition during this time.

David Osfield

David leads Amity International reflecting his strong advocacy and passion for sustainable and responsible investment. Additionally, David co-manages EdenTree’s Amity Global Equity and Amity Balanced Funds for Charities. David joined Edentree in July 2016 after beginning his career at Alliance Trust in 2002. During his time there David was responsible for covering Global, Asian and pan-European equities, with an increasing focus on sustainability. David has a 1st class BA (Hons) in Business Finance from Durham University, is a CFA Charterholder.

David Katimbo Mugwanya

David leads on EdenTree’s responsible and sustainable fixed income strategies, including the Sterling Bond Fund and the Short-Dated Bond Fund. David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. Along with a BSc. Economics degree from the University of Essex, David is a CFA Charterholder and holds the IMC. His previous experience at Epworth Investment Management saw him managing fixed income portfolios for a diverse clientele via designated mandates as well as bespoke solutions.