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Evenlode Global Income Fund

The Evenlode Global Income Fund 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 returns 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

Fund Documents

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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 & Ratings

Ben Peters Msci  Esg  Aa 002 Morningstar Sustainability Rating High Elite Rated ESG EGI Morningstar Low Carbon F Efundinfo 2 Crown RGB Square Mile AA Logo Rated

Fund Managers

Ben Peters

Fund Manager

Ben Peters is the co-founder of Evenlode and is the lead Fund Manager on the TB Evenlode Global Income Fund. He is also co-manager of TB Evenlode Income. He has been the investment analyst for TB Evenlode Income since the fund launched and became co-manager in December 2012.

Ben holds a doctorate from the University of Oxford and a first-class degree from University College London, both in the field of physics. He holds the Investment Management Certificate and has passed level I of the Chartered Financial Analyst programme.

Chris Elliott

Fund Manager

Chris Elliott 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
Accred 2023 3star
Finalist Logo Fmya20 002