Evenlode Investment - Stewardship Overview

Our purpose is to preserve and enhance the value of our client’s assets through long-term engagement and analysis.

However, we are not just investors, we also understand the influence we can have on the companies we invest in, on behalf of our clients. This is why we believe integrating environmental, social and governance (ESG) factors into our investment process and actively engaging with our investee companies, can help to sustain and improve returns for our clients, over the long term.

Evolution of stewardship

Stewardship has been an integral part of the Evenlode investment process since its inception in 2009. Ben Peters was responsible for stewardship until 2017 when Sawan Wadhwa was brought in to develop a dedicated team with experience from a diverse range of backgrounds.

The team

We look for strength in depth within our team and have hired individuals with experience from a diverse range of backgrounds to ensure we address all of Evenlode’s values as a business and within our investment process.

As an employee-owned business the aim is to build a multi-generational team where the business can be handed from one set of employee-owners to another over time, whilst continuing to consistently apply the investment process to the portfolios we manage.

The concept of delivering in the long term for all stakeholders means that the team is structured to take collective ownership for the investment decisions made, whilst containing lines of individual responsibility to ensure that accountability is not dissolved.

Latest stewardship video

In this video, Lily Postlethwaite explains how Evenlode uses the steady increase in financed emissions analysis to make more informed investment decisions.

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ESG and sustainability ratings

Morningstar Sustainability

Evenlode Income: 100.0%; Evenlode Global Income: 95.8%; Evenlode Global Equity: 100.0%; Evenlode Global Dividend: 95.8% and Evenlode Global Opportunities: 100.0% as at 31 January 2025. Data based on percentage of AUM for each fund.
The Morningstar® Sustainability Rating™ is intended to measure how well the issuing companies of the securities within a fund's portfolio holdings are managing their environmental, social, and governance risks relative to the fund's Morningstar Global Category peers.
Morningstar Low Carbon

Evenlode Income: 100.0%; Evenlode Global Income: 98.7%; Evenlode Global Equity: 98.7%; Evenlode Global Dividend: 95.8% and Evenlode Global Opportunities: 98.0% as at 28 February 2025. Data based on percentage of AUM for each fund.
The Morningstar® Low Carbon Designation™ is intended to allow investors to easily identify low-carbon funds across the global universe. The designation is an indicator that the companies held in a portfolio are in general alignment with the transition to a low-carbon economy.
MSCI ESG

Evenlode Income and Evenlode Global Equity are based on 100.0% of AUM as at 28 February 2025. Evenlode Global Income is based on 95.8% of AUM as at 28 February 2025. Evenlode Global Dividend is based on 100.0% of AUM as at 30 November 2024. Evenlode Global Opportunities is based on 100% of AUM as at 31 December 2024.
MSCI ESG Fund Ratings aim to measure the resilience of funds to long-term risks and opportunities arising from environmental, social and governance (ESG) issues. Each fund scores a rating on a scale from CCC (laggard) to AAA (leader). The rating is based first on the weighted average score of the underlying holdings of the fund. ESG momentum is then assessed to gain insight into the fund’s ESG track record, which is designed to indicate a fund’s exposure to holdings with a positive rating trend or worsening trend year over year. For more information on the methodology please click here.
Note: The MSCI information may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages.