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

Evenlode Income

Ranked 3 out of 111 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 : 30/04/2015 - 30/04/2016

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 size399Mn
  • Base currencyGBP
  • ISIN GB00B40SMR25

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Hugh Yarrow: Why the equity income sector needs fixing

Hugh Yarrow's Evenlode Income fund was recently removed from the Investment Association's UK Equity Income sector.

Top fund slams 'bizarre' rules after Equity Income ejection

Montanaro UK Income, which topped its sector in 2015, is the latest to be kicked out the IA Equity Income peer group.

Evenlode exits Equity Income sector, fires shot at IA

Citywire AAA-rated Hugh Yarrow has labelled the controversial sector as 'arbitrary'.

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.

...more...

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