Overview
Latest factsheetThe Evenlode Global Dividend Fund is an Irish-domiciled fund and invests using the same strategy as the UK-domiciled IFSL Evenlode Global Income Fund. It invests globally 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.
Key details
Fund attributes
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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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Invests across the market-cap spectrum
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Focus on larger companies
Latest factsheet commentary
Latest podcast
Latest investment views
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Reflections on 2024
In this month's investment view, as we are in a period of much change and market noise, we thought it would be a good time to take stock of the current equity market and the portfolio’s performance within it.
Evenlode Global Dividend Fund
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A metaphor for 2024
In this month's investment view, we review the performance of the global market in 2024 and how our investment process has guided our investment decisions.
Evenlode Global Dividend Fund
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Tariffs, trade and the not-quite-everything rally
In this month's investment view, following the outcome of the US election, we summarise the rhetoric of the campaign and its aftermath on the markets, and what the implied tariff picture means for the portfolio.
Evenlode Global Dividend Fund
Please see factsheet for further details.