Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Evenlode Income

Ranked 6 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

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 investment objective of the Fund is to produce attractive long-term total returns, with an emphasis on income. The fund will invest predominantly in the equity securities of companies listed in the United Kingdom, with the balance invested in the equity securities of companies listed internationally and cash (or near cash securities). The fund may also invest in fixed income securities, collective investment schemes and derivatives for the purpose of efficient portfolio management from time to time.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 4.0%
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 date01/10/2009
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B40SMR25

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Sanlam study: Unicorn leads as Schroder Income Maximiser blacklisted

The Unicorn UK Income fund is top of Sanlam's latest study, while Schroder Income Maximiser slips into the Black List.

Evenlode’s Yarrow & Peters: the possible risks of returning M&A

The managers of the Evenlode Income fund are way about the level of foresight the market assumes about companies that are merging.

Sanlam Income study: Chelverton top; Jupiter & Newton blacklisted

The Chelverton UK Equity Income fund has replaced its Royal London rival at the top of the Sanlam White List, while giant funds from Jupiter and Newton have been relegated to the Black List.

Forget active share...how idiosyncratic are your returns?

Analysts at Nomura warn that beyond active share the most important question is: how independent are returns from a set of factors, such as value/growth or momentum?

Top fund managers dance on Domino Printing delight

A host of leading fund managers have benefited from the share price surge in the tech firm after a £1 billion bid from a Japanese rival.

Evenlode's Yarrow: high active share doesn't guarantee performance

Citywire AA-rated manager Hugh Yarrow explains why investors need to look beyond headline active share.

Yarrow expands Evenlode team with analyst hire

Hugh Yarrow's investment firm Evenlode has boosted its investment team.

Sanlam Income study: Cholwill takes top spot as Aberdeen languishes

AAA-rated Martin Cholwill's fund is in top spot in Sanlam Private Investments' bi-annual study as Aberdeen finds itself in the doldrums following its Swip buy.

AA-rated ex-Rathbones manager added to Merlin Portfolios

The Jupiter Merlin team has added the Evenlode Income fund, managed by Rathbones alumnus Hugh Yarrow, to two of its portfolios.

Tools of the trade: what keeps Yarrow on the straight and narrow

Hugh Yarrow, investment manager at Wise Investments, explains why he finds Amazon and The Economist indispensable.

...more...

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