Business Details
38 Years
experience
Sustainable Investment Management Solutions in London
Eden Tree Investment Management is a sustainable investment manager with a 35+ year heritage in ethical investing. Founded in 1988 with the launch of our first ethical fund, we have consistently focused on sustainable and impact investing. Our experienced team combines investment expertise with rigorous sustainability analysis to identify businesses driving positive structural change. Recognised as a leader in responsible investing, we have received multiple awards including Sustainable Investment Fund Management Group of the Year and Best Ethical Investment Provider. As part of the Benefact Group, a charity-owned financial services family, we channel all available profits to charitable causes. Our collaborative approach involves active engagement with companies through proxy voting and direct dialogue to promote responsible practices.Headquartered in London, we serve professional investors across the UK and internationally through dedicated regional specialists. Our commitment to transparency is demonstrated through regular reporting on our stewardship activities and environmental impact. We maintain memberships in key industry initiatives such as the Principles of Responsible Investment and the UK Stewardship Code. Our long-term perspective focuses on preserving capital while supporting sustainable development through quality investments at appropriate valuations.
Services
European Equity Fund
Global Impact Bond Fund
Green Future Fund
Green Infrastructure Fund
Sterling Bond Fund
UK Equity Opportunities Fund
Multi-Asset Funds
Short Dated Bond Fund
Global Sustainable Government Bond Fund
Global Equity Fund
Details
- Year established: 1988
Highlights and features
- 35+ years pioneering sustainable investment expertise since 1988
- Award-winning approach with 17 consecutive Moneyfacts Best Ethical Investment Provider awards
- Active ownership through proxy voting and company engagement
- Part of Benefact Group, directing profits to charitable causes
- Rigorous sustainability analysis integrated across all investment processes
Associations and certifications
- Principles of Responsible Investment
- UK Stewardship Code
Services
European Equity Fund
Actively managed value fund targeting long-term capital growth through European companies excluding the UK. Focuses on undervalued businesses with strong fundamentals while maintaining sustainability criteria. Provides diversified exposure to European markets with income generation.
Global Impact Bond Fund
Fixed income fund delivering environmental and social impacts alongside regular income. Invests in global bonds financing sustainable projects. Combines ESG analysis with traditional credit assessment to identify opportunities in climate action and social development sectors.
Green Future Fund
Capital growth fund focused on long-term opportunities in the Green Revolution. Targets companies involved in renewable energy, resource efficiency and sustainable technologies. Requires minimum 5-year investment horizon with active risk management.
Green Infrastructure Fund
Income-focused fund investing in global infrastructure-related companies. Seeks capital growth through sustainable infrastructure assets including renewable energy, utilities and transport. Emphasises quality businesses with positive environmental contributions.
Sterling Bond Fund
Actively managed fixed income fund investing in UK government and corporate bonds. Balances risk and return through duration management and credit analysis. Prioritises sustainable issuers while maintaining diversification across sectors and maturities.
People
Philip Baker
Head of Distribution
Experienced investment professional leading distribution strategy with extensive industry network and 20+ years in sustainable finance leadership roles.
Rob Wilson
Head of UK Retail Sales
Seasoned sales executive specialising in retail investment products with 15 years' experience developing market-leading sustainable investment distribution strategies.
Chris Hiorns
Fund Manager
Chartered financial analyst managing European equity portfolios with expertise in value investing and sustainability integration across 18 years at Eden Tree Investment Management.
Lauren Smith
Fund Manager
Experienced equity specialist focusing on ESG integration in European markets with decade-long track record in responsible investment management.
Charlie Thomas
CIO
Chief Investment Officer overseeing global strategies with particular expertise in green investing and sustainable market trends across 15 years in ethical finance.
Questions
What sustainable investment options does Eden Tree Investment Management offer?
We provide 10+ funds across equity, bond and multi-asset classes focused on ESG principles, including specialist green infrastructure and impact bond solutions.
How does Eden Tree Investment Management integrate sustainability into investments?
We combine traditional financial analysis with rigorous ESG assessment, active ownership through proxy voting, and direct company engagement on sustainability issues.
What awards has Eden Tree Investment Management won?
We've received 17 consecutive Moneyfacts Best Ethical Investment Provider awards and were named Sustainable Investment Fund Management Group of the Year in 2024.
How can financial advisers access Eden Tree Investment Management funds?
Our dedicated regional sales team provides support through 0800 358 3010 or online contact forms for product information and investment assistance.
What is Eden Tree Investment Management's ownership structure?
We're part of the Benefact Group, a charity-owned financial services family that channels all available profits to charitable causes.
How can I verify Eden Tree Investment Management's credentials?
We're FCA-regulated (Firm Reference 527473) with Companies House registration 2519319 and maintain memberships in PRI and UK Stewardship Code.
