Evenlode Income Fund

Fund attributes
  • Emphasis on sustainable real dividend growth

  • Focus on companies with high returns on capital and strong free cash-flow

  • Low portfolio turnover, long-term holding periods

  • Minimum of 80% in UK shares and up to 20% in overseas shares and/or cash

  • Invests across the market-cap spectrum

Key Details

Evenlode Income Factsheet - December 2017

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Evenlode Investment View November 2017

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Where to invest

Evenlode funds are available through a number of channels depending on what type of investor you are.

How to invest
Awards and Ratings
  • Citywire
  • Logo Crown
  • Logo Elite Rated
  • Logo Money Fund
  • Logo Rated

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 30/09/2014 - 30/09/2017.

  • Hugh Yarrow

    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

    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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