Overview
The Evenlode UK Select Fund aims to deliver for clients, over rolling periods of five years, attractive annualised capital returns. The Evenlode investment team aim to achieve this by investing in the shares of companies with market-leading positions, cash generative economics and attractive long-term growth potential. The fund will always be at least 80% invested in the shares of high-quality UK-based companies, but with revenues generated from a well-diversified range of geographies.
The Evenlode UK Select 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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Low portfolio turnover, long-term holding periods
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Minimum of 80% in UK shares and up to 20% in overseas shares and/or cash
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Invests across the market-cap spectrum
Important information
The Evenlode UK Select Fund launched on 2 May 2025. The fund is a UCITS fund domiciled in Ireland and it is registered for sale in Germany and Switzerland. An application has been made to the FCA for the fund to be registered for sale in the UK but we are currently awaiting authorisation. The fund cannot therefore currently be actively marketed to retail clients in the UK, Denmark, Finland, Luxembourg, Norway, Sweden or other countries.
The information provided on the Evenlode UK Select Fund on this website is for information purposes only and does not constitute marketing or an offer to sell or a solicitation of an offer to buy any securities or investment products in any jurisdiction where such offer, solicitation, or sale would be unlawful under the securities laws of that jurisdiction. Evenlode Investment Management Limited does not intend for the Evenlode UK Select Fund information on this website to be used by any person in any jurisdiction where such access or use would be contrary to applicable laws or regulations or would subject Evenlode Investment Management Limited to any registration or licensing requirement within such jurisdiction.