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EdenTree Responsible & Sust. Short Dated Bon Class B - Income (GBP)

Sell:95.57p Buy:95.57p Change: 0.1p (0.11%)
Prices as at 20 November 2024
Sell:95.57p
Buy:95.57p
Change: 0.1p (0.11%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 20 November 2024
Sell:95.57p
Buy:95.57p
Change: 0.1p (0.11%)
Prices as at 20 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. While they tend to offer lower yields than bonds issued by higher risk companies, prices of these bonds tend to be less volatile over time. We think a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

19/11/19 to 19/11/20 19/11/20 to 19/11/21 19/11/21 to 19/11/22 19/11/22 to 19/11/23 19/11/23 to 19/11/24
Annual return 2.13% -0.43% -5.62% 3.75% 5.04%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: David Katimbo-Mugwanya
Manager start date: 1 September 2017
Manager located in: none

David joined EdenTree in 2015 from Epworth Investment Management. He has a wealth of experience in UK Fixed Interest Portfolios and has previously managed over £700m for Institutional Pension Funds, Insurance firms and Charities. David graduated from University of Essex with a BSc in Economics. David has been a CFA Charterholder since 2014.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now