Evenlode Funds
Evenlode Global Income Fund
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
The Evenlode Global Income Feeder Fund
You can also invest in the Evenlode Global Income through the Evenlode Global Income Feeder Fund (ICAV). For more information please click here.
Evenlode Global Income Factsheet September 2019
Download PDFEvenlode Global Income Investment View May 2019
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 an AA rating by Citywire for his 3 year risk-adjusted performance for the period 31/07/2016 - 31/07/2019.
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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, launched in November 2017. 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 Forum. Ben is a member of the CFA Society...
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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. 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 ranges from the quantitative...
Video Update
A summary of Ben Peters May Investment View which talks about recent changes to the portfolio.