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
-
Emphasis on sustainable real capital growth
-
Focus on companies with high returns on capital and strong free cash-flow
-
Underlying revenue streams from diverse geographies
-
Low portfolio turnover, long-term holding periods
-
Focus on larger companies, with growth opportunities
Latest factsheet commentary
Latest investment views
-
2025 roundup
Although the fund's net asset value per share remained flat over the year lagging the MSCI World Index, our portfolio companies continue to demonstrate robust fundamentals, such as strong earnings growth and resilient cash flows. We believe these strengths will ultimately be recognised in share prices. As a result, we see the current environment as an attractive opportunity to invest in high-quality businesses at appealing valuations.
Evenlode Global Equity Fund
-
Q3 results roundup and AI update
The latest company results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors. Recent months have told a brutal story of bifurcation: AI-focussed companies, banks, and capital goods sectors thrived while many quality companies suffered significant share price declines, often exceeding 20%. The reported results, however, have defied the market noise.
Evenlode Global Equity Fund
-
Artificial Intelligence update
In this month's investment overview, we provide a comprehensive update on the activities of companies at the forefront of artificial intelligence.
Evenlode Global Equity Fund
Latest podcast
Awards and Ratings
Please see fund factsheets 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.