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TB Evenlode Income B Acc

Ranked 16 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Ben Peters

Ben Peters has been the investment analyst for Evenlode Income since the fund’s launch, and became co-manager in December 2012. He 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 is a member of the CFA Society of the UK and holds the Investment Management Certificate. He also holds a doctorate from the University of Oxford and a first-class degree from University College London, both in the field of Physics

Hugh Yarrow

Hugh Yarrow was born in 1979 in Amersham in the UK. He studied philosophy and mathematics at Edinburgh University and holds the Securities Institute Diploma and Investment Management Certificate and is a Fellow of The Chartered Institute for Securities & Investment. He joined Rathbone Unit Trust Management in 2002 as an investment manager before joining Wise Investments in 2009 where he is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October 2009. His interests outside of fund management include tennis, swimming, music and spending time with his children.

Objective

The Fund aims to achieve long-term total returns, with an emphasis on income. The Fund will mainly be invested in UK listed shares, with the balance in overseas listed shares and cash. The Investment Manager aims to invest in a focused portfolio of shares offering a combination of high and growing cash-flows and low business risk in order to deliver both capital growth and income growth for the Fund.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018
  • Rank 16/109 Total Return
  • Rank 18/109 Standard Deviation
  • Rank 9/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6%
2017 15.2% 6.7% 2.8% 0.5% 4.4%
2016 17.1% 3.8% 4.0% 9.3% -0.8%
2015 8.9% 7.6% -2.9% -2.2% 6.6%
2014 8.7% 2.2% 2.2% 0.6% 3.4%
2013 27.2% 14.2% 1.9% 1.8% 7.5%
2012 13.0% 5.4% -1.4% 6.4% 2.2%
2011 3.1% -1.0% 2.9% -5.3% 6.9%
2010 20.6% 5.3% -3.2% 8.5% 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/09/2017
  • Base currencyGBP
  • ISIN GB00BD0B7C49

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0

Related News

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The £6.8 billion Woodford Equity Income fund has been booted from the IA's equity income sector after failing to meet yield requirements.

Evenlode to soft close A-rated Yarrow's £2bn income fund

Evenlode is to soft close the fund after a surge in assets over the last year

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).