Overview
Latest factsheetThe 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
Latest factsheet commentary
Latest investment views
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An interesting juncture
Notwithstanding a challenging year for relative performance, fundamentals and valuations remain good. We think this is a very interesting juncture for out approach, and this month we highlight several excellent, high-return, market-leading companies within the portfolio that are currently trading on unusually attractive free cash flow yields.
Evenlode UK Select
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Summer reading 2025
In this month's investment view, as it is summer holiday season, members of the Evenlode investment team have compiled a selection of books that we have read and found interesting over the first half of 2025. Not all of these texts can be described as light-reading, but we hope you find the list of interest!
Evenlode UK Select
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Performance since launch to 31 July 2025
Recent results for Evenlode UK Select have been impressive in aggregate, particularly given that they are reporting on a period that featured a very high level of geopolitical and tariff turmoil. In this investment view we summarise the stocks that have driven over- and under-performance since the fund's launch.
Evenlode UK Select