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
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Emphasis on sustainable real dividend growth
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Focus on companies with high returns on capital and strong free cash-flow
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Free cash flow and dividend streams from diverse geographies
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Low portfolio turnover, long-term holding periods
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Focus on larger companies
Latest factsheet commentary
Latest investment views
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Tariff turmoil and yesterday’s news
In this month's investment view, we offer a portfolio update following the video we released earlier this week, which addresses the ongoing market turbulence.
Evenlode Global Income Fund
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Market narratives
In this month's investment view, we explain how we approach the delivery of our dividend growth and how managing valuation risk and opportunity in the market is prudent over time.
Evenlode Global Income Fund
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Results and evolving themes
In this month's investment view, with two-thirds of the reporting season behind us, we offer a business-level analysis of selected holdings amidst ongoing global uncertainty.
Evenlode Global Income 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 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.