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 return 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

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

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 30/04/2018 - 30/04/2021.

Fund Managers

Ben Peters

Fund Manager

Ben Peters is the co-founder of Evenlode and is the lead Fund Manager on the Evenlode Global Income Fund. He is also co-manager of Evenlode Income. He has been the investment analyst for 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 is also a member of the CFA Society of the UK and holds the Investment Management Certificate.

Chris Elliott

Fund Manager

Chris Elliott is a Fund Manager on the Evenlode Global Income Fund. He joined Evenlode in 2015 and has been a fund manager on the Evenlode Global Income fund since its launch in 2017. He has experience in computer programming, having worked for seven years as a senior software engineer.

Chris graduated from Cambridge University with a degree in Mathematics and Economics. He is also a CFA charter holder.

Portfolio Details

Latest Awards
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Eoa Awards 2019 Eo Business Hc
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