Fund Structure:
OEIC (UK UCITS)
Domicile:
UK
Fund Launch Date:
20 November 2017
Existing currencies:
GBP, USD, EUR
Please enquire if you are interested in an alternative currency share class
Evenlode Funds
We apply the Evenlode investment approach to our five funds. They comprise three UK-domiciled funds targeted at UK investors: Evenlode Income, which focuses on UK listed businesses, Evenlode Global Income, which invests in firms from around the world and Evenlode Global Equity, which prioritises capital growth. Separately we offer two Irish-domiciled funds targeted at European investors which comprise Evenlode Global Dividend (mirrors Evenlode Global Income) and Evenlode Global Opportunities (mirrors Evenlode Global Equity).
We find the best quality businesses, companies that generate attractive cash flows and have strong competitive positions. Those that offer the best combination of yield today and dividend growth in the future are placed in the Evenlode portfolios.
As long term shareholders, we engage with the companies we invest in and work with them along the way. Our funds offer different portfolios, managed under the same process.
