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Evenlode Income Fund

The Evenlode Income Fund aims to deliver for clients, over rolling periods of five years, a combination of a healthy, growing dividend stream and attractive annualised capital returns. The Evenlode investment team aim to achieve this by investing in the shares of companies with market-leading positions, cash generative economics and attractive long-term growth potential. The fund will always be at least 80% invested in the shares of high-quality UK-based companies, but with revenues generated from a well-diversified range of geographies.

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 charges for existing investors.

Effective 2 October 2023, the ACD of this fund, T. Bailey Fund Services Limited, changed name to Waystone Fund Services (UK) Limited. As a result, the name of the fund is now WS Evenlode Income instead of TB Evenlode Income. Documents dated prior to 2 October 2023 will still use the TB prefix and documents dated after 2 October 2023 will use the WS prefix.

Key Details

About this Fund

  • 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

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.

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Awards and Ratings

Citywire Winner Best Fund Group 2022 - UK 999999999 20230306135600466 999999999 20230306135600466 Az Cjy FE Investment approved RGB Logo Rated Square Mile AA Msci  Esg  Aa 002 Morningstar Sustainability Rating High Morningstar Low Carbon

Fund Managers

Hugh Yarrow

Fund Manager

Hugh Yarrow is the co-founder of Evenlode and is the lead Fund Manager of Evenlode Income, having launched the fund in October 2009. Previously he managed several equity income funds at Rathbone Unit Trust Management.

Hugh graduated from the University of Edinburgh with a first-class degree in Philosophy and Mathematics. He is a fellow of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate.

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 holds the Investment Management Certificate and has passed level I of the Chartered Financial Analyst programme.

Chris Moore

Fund Manager

Chris Moore joined Evenlode in 2018 as Head of Research and is a Fund Manager on the Evenlode Income fund. He previously worked as an Equity Research Analyst at Investec Bank and Berenberg. Before that he worked in audit, M&A due diligence and restructuring at Deloitte and PwC.

Chris graduated from Warwick University having studied Accounting and Finance. He is a fully qualified Chartered Accountant (FCA) and Chartered Financial Analyst (CFA).

Portfolio Details

Latest Awards
Best Companies World Class to Work For 2023
Best Companies Top 25 Best Small Companies 2023
Best Companies Top10 Financial Services 2023