Hugh YarrowPortfolio Manager

Hugh has been a manager of Evenlode Income since launch in October 2009. Previously he managed several equity income funds at Rathbone UTM.

  • MA (First-class) Philosophy & Mathematics, University of Edinburgh
  • IMC
  • 15 years
    22 years
Ben PetersPortfolio Manager

Ben has worked on Evenlode Income since launch in 2009, and has been a manager of the Evenlode Global Income Funds since launch in 2017.

  • BSc (First Class) Astrophysics, UCLDPhil Nanoelectronics, University of Oxford
  • CFA (Level 1), IMC
  • 15 years
    16 years
Chris MooreHead of Research

Chris joined Evenlode Investment Management in February 2018 having previously been an equity research analyst at Investec Bank and Berenberg.

  • Accounting and Finance, Warwick University
  • Qualified Chartered Accountant and Chartered Financial Analyst
  • 6 years
    21 years
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Key facts

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Citywire rating is source & copyright of Citywire. Hugh Yarrow and Ben Peters have been awarded ratings by Citywire for their 3 year risk-adjusted performance for the period 31/07/2021 - 31/07/2024.

£3,272.0m
Fund size
2.82%
Historic yield
38
Holdings
Comparator BenchmarkFTSE All-Share
IA SectorIA UK All Companies
Morningstar categoryEAA Fund UK Equity Income
Launch date19 October 2009
Fund typeUK Domiciled OEIC
Base currencyGBP
Dividend frequencyQuarterly
Active share75.8%
Country of registrationUK

Fund objective

The investment objective of IFSL Evenlode Income is to provide income and capital growth over Rolling Periods of 5 years, with an emphasis on income.

The historic yield reflects distributions over the past 12 months as a percentage of the price of the B share class as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions.

Source: Investment Fund Services Limited as at 31/08/2024.