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 changes for existing investors. 

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

How to Invest

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

Ship of Theseus

Latest Commentary

Awards and Ratings

Citywire Logo Crown Best Alpha Generation Uk Equity Logo Rated A Rating Msci Esg Aaa 002

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 30/04/2018 - 30/04/2021. Ben Peters has been awarded a + rating by Citywire for his 3 year risk-adjusted performance for the period 30/04/2018 - 30/04/2021.

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 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 is also a member of the CFA Society of the UK and holds the Investment Management Certificate.

Portfolio Details

Latest Awards
Finalist Logo Fmya20 002
Eoa Awards 2019 Eo Business Hc
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