Overview
Latest factsheetThe Evenlode Income Fund aims to deliver for clients, over rolling periods of five years, a combination of a healthy, growing dividend stream and 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.
Please note, the Evenlode Income Fund has now soft closed. This decision was taken in order to protect existing investors in the Evenlode Income Fund and involves introducing an initial charge of 5% for new investors. There will be no subscription charges for existing investors.
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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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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Newsletter - May 2026
US markets rallied in April on strong earnings despite mounting risks from Middle East energy shocks and monetary policy uncertainty. The investment approach stays anchored in quality compounders - durable moats, strong balance sheets, high returns on capital - which are well-suited to a backdrop where volatility should be treated as the norm.
Evenlode Income Fund
Evenlode Global Income Fund
Evenlode Global Equity Fund
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Field notes from UK travels
Despite recent turbulence, our portfolio remains focused on resilient market leaders; we see unusually attractive valuations, strong cash generation and selective opportunities tied to structural investment trends. This month, we will discuss several holdings that we have met with over the last month to give some flavour of what we are hearing on the ground.
Evenlode Income Fund
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Newsletter - April 2026
Middle East tensions disrupted key energy routes, lifting oil prices and increasing inflation risk complicating the outlook for central banks. Markets have seen bouts of risk aversion, but we remain focused on portfolio companies with strong balance sheets, cash generation, and pricing power.
Evenlode Income Fund
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 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.