Evenlode Income Fund
Emphasis on sustainable real dividend growth
Focus on companies with high returns on capital and strong free cash-flow
Low portfolio turnover, long-term holding periods
Minimum of 80% in UK shares and up to 20% in overseas shares and/or cash
Invests across the market-cap spectrum
Where to invest
Evenlode funds are available through a number of channels depending on what type of investor you are.
Awards and Ratings
Citywire rating is source & copyright of Citywire. Hugh Yarrow and Ben Peters have been awarded a AAA rating by Citywire for their 3 year risk-adjusted performance for the period 30/09/2014 - 30/09/2017.
Fund Manager & CIO
Hugh joined the Wise Group in 2009 and is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October of the same year. He was appointed as a director of Wise in 2012. Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit...
Fund Manager & CEO
Ben has been co-manager of the Evenlode Income fund since 2012 having been the fund’s analyst since its launch in 2009. He was appointed to the board of Wise Group (Evenlode Investment’s employee-owned parent company) in 2012 and became CEO in 2015. As a complement to his research Ben is actively engaged with the financial community, interacting with the IASB, EFRAG and others as a member of the Corporate Reporting User’s Forum. Ben...