Evenlode Funds

We apply the Evenlode investment approach to our five funds: 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. We also run two Irish-domiciled funds, Evenlode Global Dividend Fund which mirrors Evenlode Global Income and Evenlode Global Opportunities which 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.

Our Funds

Evenlode Global Income Fund

UK-domiciled OEIC

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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 Global Dividend Fund

Irish-domiciled ICAV

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Fund Structure:

ICAV (UCITS)

Domicile:

Ireland

Fund Launch Date:

16 May 2018

Existing currencies:

GBP, USD, EUR

Please enquire if you are interested in an alternative currency share class

Evenlode Global Equity Fund

UK-domiciled OEIC

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Fund Structure:

OEIC (UK UCITS)

Domicile:

UK

Fund Launch Date:

15 July 2020

Existing currencies:

GBP

Please enquire if you are interested in an alternative currency share class

Evenlode Global Opportunities Fund

Irish-domiciled ICAV

View fund

Fund Structure:

ICAV (UCITS)

Domicile:

Ireland

Fund Launch Date:

10 May 2021

Existing currencies:

GBP, USD

Please enquire if you are interested in an alternative currency share class

Evenlode Income Fund

UK-domiciled OEIC

View fund

Fund Structure:

OEIC (UK UCITS)

Domicile:

UK

Fund Launch Date:

19 October 2009

Existing currencies:

GBP

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