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.
Effective 9 March 2024, the Authorised Corporate Director (ACD) and administrator of Evenlode’s UK domiciled funds, Waystone Fund Services (UK) Limited changed to Investment Fund Services Limited (IFSL). On this date, the name of the WS Evenlode Investment Funds also changed to the IFSL Evenlode Investment Funds and fund documentation on this website was updated. Please note that only documents dated on or after 9 March 2024 use the IFSL prefix. As a result, the name of the fund is now IFSL Evenlode Income instead of WS Evenlode Income.
Following changes to the name of the previous ACD from T. Bailey Fund Services Limited to Waystone Fund Services (UK) Limited in October 2023, documents dated before 2 October 2023 used a TB prefix, and documents dated 2 October 2023 to 8 March 2024 used a WS prefix.
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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Latest Podcast
Awards and Ratings
Fund Managers
Hugh Yarrow
Portfolio Manager
Hugh Yarrow is the co-founder of Evenlode and is the lead Portfolio Manager of Evenlode Income, having launched the fund in October 2009. He previously managed several equity income funds at Rathbone Unit Trust Management.
Hugh graduated from Edinburgh University with a first-class degree in Philosophy and Mathematics. He is also a fellow of the Chartered Institute for Securities and Investment.
Ben Peters
Portfolio Manager
Ben Peters co-founded Evenlode and is the lead Portfolio Manager on the Evenlode Global Income strategy team. He has been an Investment Analyst for Evenlode Income since the fund launched in 2009 and became co-manager in December 2012.
Ben holds a doctorate from Oxford University and a first-class degree from UCL, both in the field of physics. He holds the Investment Management Certificate and has also passed the CFA Level 1 exam.
Chris Moore
Portfolio Manager
Chris Moore is a Portfolio Manager on the Evenlode Income fund, is Head of Research, and joined Evenlode in 2018. He previously worked as an Equity Research Analyst at Investec Bank and Berenberg. Prior to that he worked in audit, M&A due diligence and restructuring at Deloitte and PwC.
Chris graduated from Warwick University having studied Accounting and Finance. He is a fully qualified Chartered Accountant (FCA) and Chartered Financial Analyst.
