To invest in the Evenlode Funds, the following options are available. Please note that Evenlode Investment Management Limited only acts as Investment Manager for the funds and you will need to contact a third party to invest – see details below.
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.
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Individuals aged 18 or over who are investing in their own name may purchase units in non-ISA and ISA accounts. If your portfolio is to be held in joint names, the initial investment cannot be made online.
Please note the links below take you to an investor portal which is operated by Waystone Fund Services (UK) Limited, the Authorised Corporate Director of the WS Evenlode Investment Funds. A portal is not available for the Evenlode Global Dividend Fund or the Evenlode Global Opportunities Fund.
Invest by Telephone
You can buy shares in the Evenlode Income, Evenlode Global Income and Evenlode Global Equity funds by telephoning the Waystone Fund Services (UK) Limited WS Evenlode Investor Dealing Line on 0115 988 8258 (open business days between 9am and 5pm).
To invest in the Evenlode Global Dividend Fund or Evenlode Global Opportunities Fund contact Société Générale by telephoning +353 (0)1 6750 300.
Invest by Post
You can print the required forms on the individual fund pages, just complete and post your application.
Or you can find the information for the Evenlode Income, Evenlode Global Income and Evenlode Global Equity funds by visiting waystone.com. To invest in the Evenlode Global Dividend Fund and Global Opportunities Fund contact Société Générale via email at [email protected]
Invest through a third-party platform
Our funds are available through various third parties including Cofunds, Transact, Ascentric, Hargreaves Lansdown, Axa, Winterthur, Axa Elevate and Standard Life.