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
  • 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

Key Details

Evenlode Income Factsheet - April 2021

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Evenlode Investment View - March 2021

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Opportunities for Growth

Latest Commentary

Awards and Ratings
  • Citywire
  • Logo Crown
  • Best Alpha Generation Uk Equity
  • Logo Rated
  • A Rating

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.

  • Hugh Yarrow

    Hugh Yarrow

    Fund Manager

    Hugh is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October 2009. Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.

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  • Ben Peters

    Ben Peters

    Fund Manager

    Ben has been co-manager of the Evenlode Income fund since 2012 having been the fund’s analyst since its launch in 2009. Ben is also the lead manager on the Evenlode Global Income fund and Evenlode Global Dividend Fund, launched in November 2017 and May 2018 respectively. As a complement to his research Ben is actively engaged with the financial community, interacting with the IASB, EFRAG and others as a member of the Corporate Reporting User’s...

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