Chris ElliottPortfolio Manager

Chris joined Evenlode in 2015 as an Investment Analyst. In 2017 he became the co-manager on Evenlode's Global Equity Income strategy and in 2020 fund manager on the Global Equity Growth strategy. Previously he worked at the Oxford University Press as a software engineer and completed all his CFA exams whilst working there.

  • MA Economics, Cambridge University
  • CFA
  • 9 years
    9 years
James KnoedlerPortfolio Manager

James joined Evenlode in April 2020 as an Investment Analyst and Fund Manager, having previously worked as an equities analyst at Independent Franchise Partners (IFP) from 2015 to 2020. Prior to IFP, he worked as an investment analyst at Arisaig Partners and Newlands Investment Management.

  • BA (First Class) English, Oxford University
  • MiF, London Business School
  • 4 years
    18 years

An Introduction to the Fund

Sign up

Key facts

£475.0m
Fund size
33
Holdings
Comparator BenchmarkMSCI World
IA SectorIA Global
Morningstar categoryGlobal Large-Cap Growth Equity
Launch date15 July 2020
Fund typeUK Domiciled OEIC
Base currencyGBP
Dividend frequencyAnnual
Active share86.2%
Country of registrationUK

Fund objective

The investment objective of IFSL Evenlode Global Equity is to provide capital growth over Rolling Periods of 5 years.

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.