Evenlode Global Income Fund
Emphasis on sustainable real dividend growth
Focus on companies with high return on capital and strong free cash flow
Free cash flow and dividend streams from diverse geographies
Low portfolio turnover, long-term holding periods
Focus on larger companies
The Evenlode Global Income Feeder Fund
You can also invest in the Evenlode Global Income through the Evenlode Global Income Feeder Fund (ICAV). For more information please click here.
Ben Peters and Sawan Kumar recently traveled to Switzerland to visit several companies in the Evenlode Global portfolio. They met with Novartis, Roche, Schindler, VAT Group and Nestle.
Where to invest
Evenlode funds are available through a number of channels depending on what type of investor you are.
Awards & Ratings
Citywire rating is source & copyright of Citywire. Ben Peters has been awarded a AA rating by Citywire for his 3 year risk-adjusted performance for the period 31/10/2015 - 31/10/2018.
Ben has been co-manager of the Evenlode Income fund since 2012 having been the fund’s analyst since its launch in 2009. Ben is also the lead manager on the Evenlode Global Income fund, launched in November 2017. As a complement to his research Ben is actively engaged with the financial community, interacting with the IASB, EFRAG and others as a member of the Corporate Reporting User’s Forum. Ben is a member of the CFA Society...
Fund Manager and Investment Analyst
Chris joined the Investment Management team in March 2015, having previously completed the Chartered Financial Analyst (CFA) examinations. Chris is an investment analyst for the Evenlode Income fund and co-manager for the Evenlode Global Income fund. With a background in economics, having received an MA from Cambridge University, and computer programming, previously a Senior Software Engineer at Oxford University Press; Chris primarily produces detailed fundamental analysis of companies and industries. This ranges from the quantitative...