Evenlode Global Dividend Fund

The Evenlode Global Dividend Fund is an Irish-domiciled fund launched on the 16th May 2018 and invests using the same strategy as the UK-domiciled TB Evenlode Global Income Fund which launched on 20th November 2017.

While the Evenlode Global Dividend Fund does mirror the Evenlode Global Income Fund, performance will differ slightly between the two funds due to differences in the charging structure and other timing differences.

Fund attributes
  • 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

Key Details

Evenlode Global Dividend Fund - July 2020

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Evenlode Global Income Factsheet July 2020

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Video Update

In this video Ben Peters updates us on the Evenlode team and the Global portfolio, discussing some of the companies that have been struggling but also some of the companies that have arguably benefited from this pandemic.

Where to invest

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

How to invest
Awards & Ratings
  • Citywire

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 30/01/2017 - 30/01/2019.

  • Ben Peters

    Ben Peters

    Fund Manager

    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 and Evenlode Global Dividend Fund, launched in November 2017 and May 2018 respectively. 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...

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  • Chris Elliott

    Chris Elliott

    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 and Evenlode Global Dividend 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...

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