£1,751.0m
Fund size
Ben PetersPortfolio Manager
Ben has been a manager of Evenlode Global Income since launch in November 2017, and has worked on Evenlode Income since launch in 2009.
- BSc (First Class) Astrophysics, UCLDPhil Nanoelectronics, University of Oxford
- CFA (Level 1), IMC
- 15 years16 years
Chris ElliottPortfolio Manager
Chris has been a manager of Evenlode Global Income since launch in November 2017 and Evenlode Global Equity, which launched in July 2020.
- MA Economics, Cambridge University
- CFA
- 9 years9 years
Key facts
Show disclaimers
Citywire rating is source & copyright of Citywire. Ben Peters has been awarded a rating by Citywire for his 3 year risk-adjusted performance 31/07/2021 - 31/07/2024.
2.16%
Historic yield
39
Holdings
| Comparator Benchmark | MSCI World |
| IA Sector | IA Global Equity Income |
| Morningstar category | EAA Fund Global Equity Income |
| Launch date | 20 November 2017 |
| Fund type | UK Domiciled OEIC |
| Base currency | GBP |
| Dividend frequency | Quarterly |
| Active share | 91.1% |
| Country of registration | UK |
Fund objective
The investment objective of IFSL Evenlode Global 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.