Evenlode Funds
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
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Emphasis on sustainable real dividend growth
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Focus on companies with high return on capital and strong free cash flow
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Free cash flow and dividend streams from diverse geographies
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Low portfolio turnover, long-term holding periods
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Focus on larger companies
Key Details
Evenlode Global Dividend Factsheet - January 2021
Download PDFEvenlode Global Investment View - January 2021
Download PDF
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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 AAA rating by Citywire for his 3 year risk-adjusted performance for the period 30/09/2017 - 30/09/2020.
Video Update
Ben Peters and Rob Strachan discuss the Evenlode Global and Evenlode Dividend Fund, covering the latest additions to the portfolios which includes German ticketing company, CTS Eventim.