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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Newsletter - October 2026
Renewed hostilities in the Middle East pushed oil prices higher and revived inflation concerns, lifting government bond yields across developed markets. The Federal Reserve responded to the inflationary pressures by raising rates for the first time since mid-2023, and investors spent the rest of the month debating when a further rise would follow.
Evenlode Income Fund
Evenlode Global Income Fund
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On opportunities arising, and negative beta
AI-driven market volatility has created unusual price relationships and widened the gap between market valuations and Evenlode's assessment of high-quality businesses. This environment is producing opportunities for a diversified portfolio of cash-generative companies.
Evenlode Global Income Fund
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Newsletter - September 2026
Equity and fixed income markets continued to give conflicting signals through August, reflecting the contrast between improved corporate profitability and macroeconomic uncertainty. Equity market records were broken again on both sides of the Atlantic in the first half of the month, with US and European indices hitting fresh highs.
Evenlode Global Income Fund
Evenlode Global Equity Fund
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.