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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.

Effective 2 October 2023, the ACD of this fund, T. Bailey Fund Services Limited, changed name to Waystone Fund Services (UK) Limited. As a result, the name of the fund is now WS Evenlode Global Income instead of TB Evenlode Global Income. Documents dated prior to 2 October 2023 will still use the TB prefix and documents dated after 2 October 2023 will use the WS prefix.

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

Portfolio Manager

Ben Peters co-founded Evenlode and is the lead Portfolio Manager on the Evenlode Global Income strategy team. He has been an Investment Analyst for Evenlode Income since the fund launched in 2009 and became co-manager in December 2012.

Ben holds a doctorate from Oxford University and a first-class degree from UCL, both in the field of physics. He holds the Investment Management Certificate and has also passed the CFA Level 1 exam.

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.

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
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