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 - January 2021
Download PDFEvenlode Investment View - January 2021
Download PDF
Winter Reading
Awards and Ratings
Citywire rating is source & copyright of Citywire. Hugh Yarrow and Ben Peters have been awarded an AAA rating by Citywire for their 3 year risk-adjusted performance for the period 31/10/2017 - 31/10/2020.
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