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 - 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
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A pause for thought
The mid-year earnings season has concluded, leading to a quieter market phase despite an overall upward trend driven by the US market. Structural speculative factors, particularly leveraged financial instruments, currently dominate market movements, overshadowing traditional long-term investing approaches.
Evenlode Global Income Fund
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Newsletter - August 2026
July was a strong month across the Evenlode portfolios, as investors returned to traditional quality sectors. In the last week both the S&P 500 and Dow Jones closed at record highs, supported by robust corporate earnings. Across the pond, European indexes also hit all-time highs, while we also saw more signs of a rally for undervalued quality companies in the UK, as oversea buyers continued their spending spree.
Evenlode Income Fund
Evenlode Global Income 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.