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.

Latest Podcast

Video Update

Rob Strachan provides a summary of the June Global Investment View in which he discusses plant-based foods.

Awards & Ratings

Citywire + Elite Rating Logo Hq 002 Fefundinfo 1 Crown Rgb Square Mile A Logo Rated Msci Esg Aa 002

Citywire rating is source & copyright of Citywire. Ben Peters has been awarded a + rating by Citywire for his 3 year risk-adjusted performance for the period 30/06/2018 - 30/06/2021.

Fund Managers

Ben Peters

Fund Manager

Ben Peters is the co-founder of Evenlode and is a fund manager on the Evenlode Global Income Fund, launched in 2017. He has worked on the Evenlode Income fund since launch in 2009.

Prior to launching Evenlode Ben was a physicist, holding a doctorate from the University of Oxford and a first-class degree from University College London. He holds the Investment Management Certificate and level 1 of the Chartered Financial Analyst qualification.

Chris Elliott

Fund Manager

Chris 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
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Eoa Awards 2019 Eo Business Hc