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 - May 2020
Download PDFEvenlode Global Investment View - April 2020
Download PDFWhere 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 AA rating by Citywire for his 3 year risk-adjusted performance for the period 30/01/2017 - 30/01/2019.
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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
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...
Video Update
A summary of Ben Peters February Investment View which talks about the outbreak of the coronavirus and its impact on the world of business.