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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.


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


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


  • Annual management1.00%
  • Initial investment0

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