Evenlode Global Dividend Fund

The Evenlode Global Dividend Fund is an Irish-domiciled fund and invests using the same strategy as the UK-domiciled TB Evenlode Global Income Fund. It invests in market-leading businesses across a range of sectors including information technology, healthcare, consumer goods, media and selected professional service and industrial firms. 

No matter what the industry, these companies have several traits in common; they provide value-adding goods and services for their customers, they generate high returns on invested capital, and ample cash flow to fund their operations today, investment for the future and their dividend distributions to shareholders. 

We use the equity market to manage corporate valuation risk and opportunity, targeting the best combination of quality and value at any given time.

Key Details

About this 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

How to Invest

Evenlode funds are available through a number of channels depending on what type of investor you are.

Latest Podcast

Video Update

Rob Strachan provides a summary of the June Global Investment View in which he discusses plant-based foods.

Awards & Ratings

Msci Esg Aa 002

Fund Managers

Ben Peters

Fund Manager

Ben Peters is the co-founder of Evenlode and is a fund manager on the Evenlode Global Income Fund, launched in 2017. He has worked on the Evenlode Income fund since launch in 2009.

Prior to launching Evenlode Ben was a physicist, holding a doctorate from the University of Oxford and a first-class degree from University College London. He holds the Investment Management Certificate and level 1 of the Chartered Financial Analyst qualification.

Chris Elliott

Fund Manager

Chris is a fund manager on the Evenlode Global Income strategy, which launched in 2017, and on the TB Evenlode Global Equity fund, which launched in 2020. 

Chris is a fully qualified Chartered Financial Analyst and has a degree from the University of Cambridge in Mathematics and Economics. Prior to Evenlode, Chris worked as a senior software engineer.

Portfolio Details

Latest Awards
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Eoa Awards 2019 Eo Business Hc