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Evenlode Income

Ranked 76 out of 108 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 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 : 31/07/2016 - 31/07/2017
  • Rank 76/108 Total Return
  • Rank 80/108 Standard Deviation
  • Rank 88/108 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.6% 2.7%
2016 16.6% 3.8% 3.8% 9.1% -0.9%
2015 8.4% 7.5% -3.1% -2.3% 6.5%
2014 8.2% 2.1% 2.0% 0.5% 3.3%
2013 26.5% 14.0% 1.7% 1.7% 7.3%
2012 12.4% 5.3% -1.5% 6.2% 2.0%
2011 2.6% -1.1% 2.7% -5.5% 6.8%
2010 20.1% 5.2% -3.3% 8.4% 8.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Unilever PLC ORD 8.20
Diageo PLC ORD 7.60
Sage Group PLC ORD 4.70
GlaxoSmithKline PLC ORD 4.29
Microsoft Corp ORD 4.12
Compass Group PLC ORD 3.92
AstraZeneca PLC ORD 3.82
Johnson & Johnson ORD 3.70
Smiths Group PLC ORD 3.28
Informa PLC ORD 2.98
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2009
  • Share Class size1,380Mn
  • Base currencyGBP
  • ISIN GB00B42KPP53

Purchase Info

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

Charges

  • Annual management1.45%
  • Initial investment0

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...more...

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