EdenTree IM launches short-dated bond fund

For David Katimbo-Mugwanya and Chris Hiorns

clock • 1 min read

EdenTree Investment Management has expanded its fixed income offering with the launch of the Amity Short-Dated Bond fund.

The fund, which as part of the Amity range has an explicit ethical and SRI focus, consists of a portfolio of sterling-denominated short duration corporate and government bonds. Managed by David Katimbo-Mugwanya (pictured) and Chris Hiorns, the fund aims to preserve capital and generate income via investment grade credit instruments with average credit ratings of A or better. EdenTree CIO Robin Hepworth said the success of the existing Amity Sterling Bond fund, which has outperformed the IA Sterling Strategic Bond sector over one, three and five years (to 31 August 2017, according to F...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

The wonder women from Fundcalibre's rated funds list

The wonder women from Fundcalibre's rated funds list

'These two top-rated women have been quietly delivering for investors for the long term'

Darius McDermott
clock 06 March 2025 • 5 min read
Schroders AUM reaches £779bn as profits rise 14%

Schroders AUM reaches £779bn as profits rise 14%

Firm gives strategy update in full year results

Sorin Dojan
clock 06 March 2025 • 2 min read
Partner Insight: Delivering a smoother era of retirement for clients

Partner Insight: Delivering a smoother era of retirement for clients

Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds

Sarka Halas
clock 04 March 2025 • 2 min read