Evenlode Funds
Evenlode Income Fund
Please note, the Evenlode Income fund has now soft closed. This decision was taken in order to protect existing investors in the Evenlode Income fund and involves introducing an initial charge of 5% for new investors. There will be no subscription changes for existing investors.
If you are not currently an investor in Evenlode Income, but are interested in investing with us, please visit the Evenlode Global Income fund page.
Fund attributes
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Emphasis on sustainable real dividend growth
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Focus on companies with high returns on capital and strong free cash-flow
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Low portfolio turnover, long-term holding periods
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Minimum of 80% in UK shares and up to 20% in overseas shares and/or cash
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Invests across the market-cap spectrum
Key Details
Evenlode Income Factsheet October 2018
Download PDFEvenlode Investment View September 2018
Download PDFAwards and Ratings
Citywire rating is source & copyright of Citywire. Hugh Yarrow and Ben Peters have been awarded a AAA rating by Citywire for their 3 year risk-adjusted performance for the period 31/09/2015 - 31/09/2018.
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Hugh Yarrow
Fund Manager
Hugh is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October 2009. Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.
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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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