Eden SRI A Acc

Ranked 143 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Duncan Carmichael-Jack

Duncan Carmichael-Jack began his investment career at JP Morgan in 1991; however it wasn’t until 1994 when he joined Credit Suisse that he became a fund manager. His tenure at investment boutique Laing and Cruickshank began in 1999 prior to the company’s takeover by UBS in 2004 where he held the position of investment director. Further to his obvious investment talents, he is also a budding amateur artist, as well as a shrewd backgammon player, and he attended a Masters in Finance evening course at the London Business School.

Objective

The objective of the Fund is to provide income and capital growth. The Fund will aim to achieve its investment objective through investment in a portfolio primarily consisting of collective investment schemes. The fund may also invest in transferable securities (including investment trusts), deposits and approved money market instruments. The investments selected will focus on providing sustainable solutions to global social and environmental challenges.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -6.4% -4.0% 4.4% 0.9% -7.4%
2017 8.6% 3.4% 1.7% -0.3% 3.7%
2016 8.4% -0.1% 0.6% 8.4% -0.5%
2015 3.6% 5.4% -2.1% -4.2% 4.8%
2014 2.9% 0.0% -0.9% 0.9% 2.9%
2013 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/08/2013
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BCZYG915

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management0.80%
  • Initial investment0.00%

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