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EdenTree Amity International A

Ranked 339 out of 700 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Robin Hepworth

Robin Hepworth is a senior fund manager at EdenTree Investment Management, having joined the company in 1988. He was appointed fund manager of the Pension Fund in 1990 and the Higher Income Fund in 1994. He has managed the Amity International Fund since its launch in 1999, and co-manages the Amity Sterling Bond Fund with Chris Hiorns. Scottish born, Robin graduated in estate management in 1984. He likes to spend his leisure time with his young family and also enjoys playing football (regularly) and tennis (when he has the time). He is a keen walker, having completed the Lake District 24 Peaks in 24 Hours challenge in 2009.

David Osfield

David Osfield joined EdenTree in July 2016 as joint fund manager on the Amity International fund after beginning his career at Alliance Trust in 2002. During his time there David largely focused on Asian equities, although has also covered pan-European and Global equities. His investment philosophy focuses on long-term, bottom up investing and is passionate about sustainable investing. David has a 1st class BA (Hons) in Business Finance from Durham University and is a CFA Charterholder.

Objective

The Fund aims to achieve long term capital growth with a reasonable level of income through a diversified portfolio of international companies. The Amity International Fund seeks to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7%
2017 13.4% 5.5% 1.9% 1.0% 4.4%
2016 23.5% 2.9% 6.5% 8.1% 4.2%
2015 -3.3% 6.3% -5.4% -10.9% 8.1%
2014 3.7% 0.1% 2.3% 2.5% -1.2%
2013 16.0% 15.2% -3.0% 0.7% 2.9%
2012 11.2% 6.6% -5.1% 6.6% 3.1%
2011 -12.8% -0.6% 0.9% -16.0% 3.4%
2010 18.2% 7.7% -5.6% 8.7% 7.0%
2009 26.4% -10.3% 13.0% 16.2% 7.4%
2008 -15.1% -8.1% -3.6% -7.3% 3.4%
2007 24.1% 5.7% 9.6% 4.9% 2.1%
2006 17.6% 9.1% -4.2% 3.7% 8.5%
2005 23.4% 3.4% 5.0% 9.6% 3.7%
2004 3.5% -0.8% 1.2% 1.1% 2.0%
2003 28.2% -2.6% 13.9% 6.6% 8.3%
2002 -21.6% 6.6% -12.5% -19.8% 4.8%
2001 -15.4% -8.9% 2.2% -19.5% 13.0%
2000 -4.7% 4.0% 0.6% -3.7% -5.4%
1999 18.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/09/1999
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB0008448663

Purchase Info

  • Min. initial investment200
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).