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 - April 2021
Download PDFEvenlode Investment View - March 2021
Download PDF
Opportunities for Growth
Awards and Ratings
Citywire rating is source & copyright of Citywire. Hugh Yarrow has been awarded an AA rating by Citywire for his 3 year risk-adjusted performance for the period 31/01/2018 - 31/01/2021. Ben Peters has been awarded an A rating by Citywire for his 3 year risk-adjusted performance for the period 31/01/2018 - 31/01/2021.
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