Overview
Latest factsheetThe Evenlode Global Income Fund 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
-
Emphasis on sustainable real dividend growth
-
Focus on companies with high returns on capital and strong free cash-flow
-
Free cash flow and dividend streams from diverse geographies
-
Low portfolio turnover, long-term holding periods
-
Focus on larger companies
Latest factsheet commentary
Latest investment views
-
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 Income Fund
-
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 Income Fund
-
The consumer economy
In this month's investment view, we provide an overview of the consumer goods sector focusing on luxury goods, a much-discussed area as even the affluent feel the pinch.
Evenlode Global Income 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 Income 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.