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Evenlode Global Equity Fund

The Evenlode Global Equity Fund will invest in companies with attractive structural growth opportunities, sustainable competitive advantages, and sustainable reinvestment that safeguards and extends their businesses.

We believe that by identifying these companies, investing at sensible valuations, and monitoring business risk, we will be able to deliver attractive long-term returns to our investors. The Evenlode Global Equity Fund follows the Evenlode Investment Philosophy and Process, which is common to all of our funds, but is designed for investors who wish to prioritise capital growth.

Effective 9 March 2024, the Authorised Corporate Director (ACD) and administrator of Evenlode’s UK domiciled funds, Waystone Fund Services (UK) Limited changed to Investment Fund Services Limited (IFSL). On this date, the name of the WS Evenlode Investment Funds also changed to the IFSL Evenlode Investment Funds and fund documentation on this website was updated. Please note that only documents dated on or after 9 March 2024 use the IFSL prefix. As a result, the name of the fund is now IFSL Evenlode Global Equity instead of WS Evenlode Global Equity.

Following changes to the name of the previous ACD from T. Bailey Fund Services Limited to Waystone Fund Services (UK) Limited in October 2023, documents dated before 2 October 2023 used a TB prefix, and documents dated 2 October 2023 to 8 March 2024 used a WS prefix.

Key Details

About this Fund

  • Emphasis on sustainable real capital growth

  • Focus on companies with high return on capital and strong free cash flow

  • Underlying revenue streams from diverse geographies

  • Low portfolio turnover, long-term holding periods

  • Focus on larger companies, with growth opportunities

How to Invest

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

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Awards and Ratings

Chris Elliott Msci  Esg  Aa 002 Morningstar Sustainability Rating High Morningstar low carbon

Fund Managers

Chris Elliott

Portfolio Manager

Chris Elliott is a Portfolio Manager on the Evenlode Global Equity and Global Income strategies teams and joined Evenlode in 2015. Prior to Evenlode, Chris worked as a senior software engineer.

Chris graduated from Cambridge University with a degree in Mathematics and Economics. He is a fully qualified Chartered Financial Analyst.

James Knoedler

Portfolio Manager

James Knoedler is a Portfolio Manager on the Evenlode Global Equity strategies team and joined Evenlode in 2020. He previously worked as an Analyst at Independent Franchise Partners, Arisaig Partners and Newlands Investment Management.

James graduated from Oxford University with a first-class degree in English and holds a master’s degree in finance from the London Business School.

Portfolio Details

Latest Awards
Best Companies World Class to Work For 2023
Best Companies Top 25 Best Small Companies 2023
Best Companies Top10 Financial Services 2023