Eden Tree

What Eden Tree does

EdenTree Investment Management Limited is a UK-based sustainable investment manager with operations in London, Sunderland, and Gloucester, authorised and regulated by the Financial Conduct Authority (FRN 527473). Founded in 1988 with the launch of its first ethical fund, the firm manages 11 funds spanning UK, European and global equities, fixed income (investment-grade, short-dated, government, and labelled social/green bonds), and listed green-infrastructure companies. Its underlying capability is the proprietary EdenTree Standard — a qualitative-led sustainability assessment framework applied to every fund — combined with an active stewardship programme that includes participation in industry coalitions (PRI, IIGCC, Climate Action 100+, Nature Action 100+) and external proxy voting.

The firm distributes funds through four channels: direct sales (with retail A-class shares at a £1,000 lump-sum minimum), UK fund platforms, offshore bonds, and a network of financial advisers, supported by regional sales managers and institutional B-class shares (minimum £1M). Customers include UK financial advisers and their retail and high-net-worth clients, registered charities (a segment reinforced by EdenTree's Benefact Group ownership), retail/private investors (including via Stocks & Shares ISA), and institutional/professional investors.

EdenTree generates revenue primarily through recurring Annual Management Charges deducted at fund level; no initial charges apply on investments, and the firm reserves the right to charge a 1% switch fee (currently waived). Since 2024, the firm has methodically adopted FCA Sustainability Disclosure Requirements (SDR) labels, reaching 100% SDR-labelled status across all 11 funds by February 2026 — making it the only UK fund house with a fully labelled range. The firm is a wholly-owned subsidiary of Benefact Group, a charity-owned international financial services group whose profits are directed to charitable causes rather than shareholders, providing a distinctive purpose-driven ownership backdrop in the UK asset management market.

Name

Eden Tree

Legal name

EdenTree Investment Management Limited

Website

https://edentreeim.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

EdenTree Investment Management is a UK-based sustainable investment manager offering 11 FCA SDR-labelled funds across equities, fixed income and green infrastructure to UK financial advisers, charities, retail investors and institutional clients, owned by the charity-owned Benefact Group.

Ownership category

akta.pro rank

Product category

Sustainable Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

SDG / Thematic Sustainable Investment Funds (FSANAJAN)

Keywords

• Sustainable investment management
• Ethical equity funds
• ESG fixed income
• Impact bond investing
• Green infrastructure funds

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fund Management Fees: EdenTree generates revenue through annual management fees charged on its fund range. The Annual Management Charge (AMC) is deducted at fund level and reflected in the published share price. No initial charges are applied on investments. The firm operates as a sustainable investment manager managing multiple equity and fixed income funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

EdenTree is a sustainable investment manager that designs, manages and distributes 11 FCA SDR-labelled funds covering UK, European and global equities, fixed income (sterling bonds, short-dated bonds, global government bonds, impact bonds), green infrastructure and multi-asset income. Investment products are made available to retail investors, financial advisers, charities and institutional clients through direct accounts (including Stocks & Shares ISAs), fund platforms, offshore bonds and adviser channels. All funds are managed under the proprietary EdenTree Standard sustainability assessment framework.

Product overview

EdenTree is a sustainable investment manager offering a diversified range of 11 investment funds across multiple asset classes, including UK, European, and global equities, fixed income (government bonds, corporate bonds, impact bonds), and listed infrastructure. The product range includes both Sustainability Impact funds (Green Impact Equity, Green Impact Infrastructure, Global Impact Bond) and Sustainability Focus funds (Sustainable UK Equity, Sustainable European Equity, Sustainable Global Equity, Sustainable Managed Income, Sustainable Short Dated Bond, Sustainable Sterling Bond, Sustainable UK Equity Opportunities, Global Sustainable Government Bond). All funds carry FCA SDR labels and are managed using the proprietary EdenTree Standard sustainability assessment framework. Investment products are available through direct investment accounts, Stocks & Shares ISAs, and fund platforms.

Differentiator

Problem solved

Functional benefit

Brands

• Better Tomorrow Fund: A charitable giving programme working with some of London's most marginalised communities.

Products and services

• EdenTree Global Impact Bond Fund A global fixed income fund aiming to deliver a regular quarterly income by investing in sustainability-labelled bonds whose proceeds support emissions reduction and expanded access to essential services. Targeted at income-focused investors seeking sustainability outcomes within fixed income.
• EdenTree Global Sustainable Government Bond Fund A global fixed income fund aiming to deliver regular quarterly income with some long-term capital growth by investing in government and government-related green, social, sustainable or impact bonds. Targeted at investors seeking sovereign-grade exposure to sustainable fixed income.
• EdenTree Green Impact Equity Fund A global equity fund aiming to deliver capital growth over five years or more with an income by investing in companies whose products and services support the transition to a net zero global economy. Targeted at growth-oriented investors seeking measurable environmental impact.
• EdenTree Green Impact Infrastructure Fund An infrastructure fund aiming to generate income with the potential for capital growth by investing in global infrastructure-related companies whose products, services or assets help reduce greenhouse gas emissions. Targeted at income and growth investors seeking exposure to climate solutions.
• EdenTree Sustainable European Equity Fund A value-driven, European equity fund that aims to achieve long-term capital growth over five years or more with an income through a diversified portfolio of European companies, excluding the UK. Targeted at investors seeking Continental European sustainable equity exposure.
• EdenTree Sustainable Global Equity Fund A value-driven, global equity fund aiming for long-term capital growth over five years or more with an income, investing internationally (including the UK) in sustainable companies at reasonable valuations. Targeted at investors seeking diversified global sustainable equity exposure.
• EdenTree Sustainable Managed Income Fund A multi-asset income fund aiming to deliver a yield above the FTSE 250 together with long-term capital growth, investing mainly in equities alongside fixed income and cash. Targeted at income-seeking investors wanting diversified sustainable multi-asset exposure.
• EdenTree Sustainable Short Dated Bond Fund A fixed income fund aiming to preserve capital and generate a regular quarterly income by investing in good-quality, short-dated credits. Targeted at conservative fixed income investors prioritising capital preservation.
• EdenTree Sustainable Sterling Bond Fund A sterling fixed income fund aiming to generate a regular quarterly income by investing in organisations selected through analysing fundamentals, management quality and debt covenants. Targeted at UK income investors seeking sterling-denominated sustainable exposure.
• EdenTree Sustainable UK Equity Fund A UK equity fund aiming to deliver long-term capital appreciation over five years or more and an income through a diversified portfolio of UK companies. Targeted at investors seeking diversified UK sustainable equity exposure.
• EdenTree Sustainable UK Equity Opportunities Fund A UK equity fund aiming for long-term capital growth over five years or more with an income, with a focus on small and mid-cap companies. Targeted at investors seeking UK smaller-company sustainable equity exposure.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered core, flagship and minor.

• Financial Reporting Council (FRC)coreOthers · 1 January 2026EdenTree renewed its status as a signatory to the UK Stewardship Code following approval of its latest submission by the FRC in January 2026.
• Benefact GroupflagshipOthersEdenTree is proud to be part of the Benefact Group - a charity-owned, international family of specialist financial services companies that give all available profits to charity and good causes. This ownership structure differentiates EdenTree as a purpose-driven investment manager.
• Northern TrustcoreImplementation/ SI/ Consulting PartnerNorthern Trust serves as EdenTree's fund administrator and transfer agent. Handles dealing instructions, account administration, valuations, and document management including encrypted email communications.
• Principles for Responsible Investment (PRI)coreStrategic or Co-development PartnerPRI is the world's leading proponent of responsible investment. EdenTree participates in PRI Advance - Human Rights initiative.
• Institutional Investors Group on Climate Change (IIGCC)coreStrategic or Co-development PartnerIIGCC brings the investment community together to work towards a net zero and climate resilient future. EdenTree participates in the IIGCC Banks Working Group.
• Climate Action 100+coreStrategic or Co-development PartnerGlobal investor initiative engaging companies on climate change. EdenTree participates as part of its climate stewardship efforts.
• Nature Action 100+minorStrategic or Co-development PartnerInvestor initiative focused on biodiversity and nature-related risks. EdenTree participates in this collaborative engagement effort.
• Investor Initiative on Hazardous Chemicals (Chemsec)minorStrategic or Co-development PartnerEdenTree participates in this initiative engaging with chemical companies on hazardous chemicals and PFAS phase-out.
• World Benchmarking Alliance - Digital CIC on Ethical AIminorStrategic or Co-development PartnerEdenTree co-leads the World Benchmarking Alliance's Collective Impact Coalition on Digital Inclusion, engaging with companies on ethical AI governance.
• The Microfibre ConsortiumminorStrategic or Co-development PartnerEdenTree participates in the Microfibre Pollution Initiative focused on reducing microplastic pollution.
• 30% Club Investor GroupminorStrategic or Co-development PartnerEdenTree participates in investor group working towards 30% women in leadership (Path to Parity initiative).
• ShareAction - Good Work CoalitionminorStrategic or Co-development PartnerEdenTree participates in ShareAction's Good Work Coalition focusing on fair work practices.
• Investor Action on Antimicrobial Resistance (IAAMR)minorStrategic or Co-development PartnerEdenTree participates in this investor initiative addressing antimicrobial resistance risks.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Foresight Group: UK-listed sustainable infrastructure and impact investment manager with both fund and direct investment offerings. Comparable on the Green Impact Infrastructure Fund and listed infrastructure capabilities.
• Sarasin & Partners: UK asset manager with a long-standing thematic and sustainable investment range and strong charity/endowment client franchise. Comparable to EdenTree on UK charity focus and multi-asset sustainable fund offering.
• WHEB Asset Management: Boutique UK impact and sustainability-focused equity and multi-asset fund manager. Comparable to EdenTree as a similarly sized specialist competing for UK adviser and charity mandates.
• Rathbone Greenbank Investments: Ethical and sustainable investment arm of Rathbones, offering managed portfolios and funds with a strong charity and adviser focus. Comparable on UK charity client base and ethical investment heritage.
• Triodos Investment Management: European sustainable and impact investment manager offering equity, bond and multi-asset funds with strong ESG screening. Directly comparable to EdenTree in mission, fund range composition, and European/UK distribution focus.
• Impax Asset Management: Listed specialist asset manager focused on sustainable and impact investing across equities, fixed income and listed infrastructure. Closely comparable in thematic sustainability specialism and the breadth of asset classes covered.

Broad incumbents

• Schroders: Global asset manager with an extensive sustainable and impact fund range across equities, fixed income and alternatives. Competes with EdenTree in the UK adviser channel with broader distribution and deeper resources.
• Royal London Asset Management: Large UK mutual-owned asset manager with a growing range of sustainable and ESG-screened funds across equities and fixed income. A broader incumbent peer competing for the same UK adviser and platform shelf space.
• Baillie Gifford: Large Edinburgh-based active manager with a growing range of sustainable and climate-themed funds alongside its flagship growth strategies. A broader incumbent peer overlapping with EdenTree in global sustainable equities.
• Aviva Investors: Global asset manager with a significant UK fund range including sustainable and climate-transition strategies. A larger incumbent that competes with EdenTree across UK and European sustainable equities and fixed income.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/EdenTreeIM
• YouTubevimeo.com/edentreeim
• LinkedInlinkedin.com/company/ecclesiastical-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eden Tree