Overview
Latest factsheetThe Evenlode Global Equity Fund will invest in companies with attractive structural growth opportunities, sustainable competitive advantages, and sustainable reinvestment that safeguards and extends their businesses.
We believe that by identifying these companies, investing at sensible valuations, and monitoring business risk, we will be able to deliver attractive long-term returns to our investors. The Evenlode Global Equity Fund follows the Evenlode Investment Philosophy and Process, which is common to all of our funds, but is designed for investors who wish to prioritise capital growth.
Key details
Fund attributes
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Emphasis on sustainable real capital growth
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Focus on companies with high returns on capital and strong free cash-flow
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Underlying revenue streams from diverse geographies
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Low portfolio turnover, long-term holding periods
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Focus on larger companies, with growth opportunities
Latest factsheet commentary
Latest investment views
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Q3 2024 update
In this quarter's investment view, we provide an overview of the fund's performance in light of the extraordinary and hard-to-repeat idiosyncrasy of the market this year.
Evenlode Global Equity Fund
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Q2 2024 update
In this quarter's investment view, we provide an update of the fund's performance in a narrow market where relative performance against the index is increasingly dictated by whether you are over- or underweight a few key names.
Evenlode Global Equity Fund
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First quarter results 2024
In this quarter's investment view, we discuss the portfolio's performance in relation to the recent strong performance of global markets.
Evenlode Global Equity Fund
Latest podcast
Awards and Ratings
Please see fund factsheet for further details.
Important information
The UK sustainable investment labels help investors find products that have a specific sustainability goal and that meet certain specific requirements in relation to their sustainability characteristics.
Although the Evenlode Global Equity Fund has sustainability characteristics, it does not have a UK sustainable investment label because:
- It does not have a specific sustainability objective, and
- It has flexibility to pursue a wide range of investment opportunities, without being limited by the specific criteria required for a label.