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.
Key Details
About this Fund
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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
Fund Documents
How to Invest
Evenlode funds are available through a number of channels depending on what type of investor you are.
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I’m an institutional investor
View fund
- Location
- London, UK
- Telephone
- 020 3195 0076
- [email protected]
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I’m an individual investor
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I’m an advisor
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Evenlode Podcast
Latest Commentary
Awards and Ratings
Citywire rating is source & copyright of Citywire. Hugh Yarrow has been awarded an A rating by Citywire for his 3 year risk-adjusted performance for the period 30/06/2018 - 30/06/2021. Ben Peters has been awarded a + rating by Citywire for his 3 year risk-adjusted performance for the period 30/06/2018 - 30/06/2021.
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 a fund manager on the Evenlode Global Income Fund, launched in 2017. He has worked on the Evenlode Income fund since launch in 2009.
Prior to launching Evenlode Ben was a physicist, holding a doctorate from the University of Oxford and a first-class degree from University College London. He holds the Investment Management Certificate and level 1 of the Chartered Financial Analyst qualification.
