Evenlode Global Income Fund
The Evenlode Global Income Fund invests in market-leading businesses across a range of sectors including information technology, healthcare, consumer goods, media and selected professional service and industrial firms.
No matter what the industry, these companies have several traits in common; they provide value-adding goods and services for their customers, they generate high returns on invested capital and ample cash flow to fund their operations today, investment for the future and their dividend distributions to shareholders.
We use the equity market to manage corporate valuation risk and opportunity, targeting the best combination of quality and value at any given time.
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 Global Income instead of WS Evenlode Global 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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Free cash flow and dividend streams from diverse geographies
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Low portfolio turnover, long-term holding periods
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Focus on larger companies
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
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- 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 & Ratings
Fund Managers
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 Elliott
Portfolio Manager
Chris Elliott is a Portfolio Manager on the Evenlode Global Equity and Global Income strategies teams and joined Evenlode in 2015. Prior to Evenlode, Chris worked as a senior software engineer.
Chris graduated from Cambridge University with a degree in Mathematics and Economics. He is a fully qualified Chartered Financial Analyst.
