Fund Structure:
OEIC (UK UCITS)
Domicile:
UK
Fund Launch Date:
20 November 2017
Existing currencies:
GBP, USD, EUR
Please enquire if you are interested in an alternative currency share class
Evenlode Funds
We apply the Evenlode investment approach to our five funds. They comprise three UK-domiciled funds targeted at UK investors: Evenlode Income, which focuses on UK listed businesses, Evenlode Global Income, which invests in firms from around the world and Evenlode Global Equity, which prioritises capital growth. Separately we offer two Irish-domiciled funds targeted at European investors which comprise Evenlode Global Dividend (mirrors Evenlode Global Income) and Evenlode Global Opportunities (mirrors Evenlode Global Equity).
We find the best quality businesses, companies that generate attractive cash flows and have strong competitive positions. Those that offer the best combination of yield today and dividend growth in the future are placed in the Evenlode portfolios.
As long term shareholders, we engage with the companies we invest in and work with them along the way. Our funds offer different portfolios, managed under the same process.
Important Information
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.
From 9 March 2024 IFSL administer investor accounts in the IFSL Evenlode Investment Funds and investors will need to contact IFSL. IFSL’s contact details are below:
Phone (UK) - 0808 1789321
Phone (Overseas) - +44 1204 803932
Email - [email protected]
https://www.ifslfunds.com/sponsor/evenlode
