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Evenlode Income

Ranked 7 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 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 : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

31/01/2017

Top 10 Holdings

Stock Size
Unilever PLC ORD 7.68
Diageo PLC ORD 7.46
Microsoft Corp ORD 5.04
GlaxoSmithKline PLC ORD 4.58
Sage Group PLC ORD 4.46
AstraZeneca PLC ORD 4.26
Johnson & Johnson ORD 3.71
Procter & Gamble Co ORD 3.45
Smiths Group PLC ORD 3.43
Spectris PLC ORD 3.07
31/01/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2009
  • Share Class size1,099Mn
  • Base currencyGBP
  • ISIN GB00B42KPP53

Purchase Info

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

Charges

  • Annual management1.45%
  • Initial investment0

Related News

SLI multi-asset manager joins forces with Tony Yarrow

Citywire A-rated Tony Yarrow is to be joined as co-manager of the Wise Income and Investment funds by incoming investment director Vincent Ropers

IA drops equity income yield barrier to 100%

The Investment Association (IA) has dramatically relaxed the yield hurdle for its UK Equity Income sector from 110% to 100% of index yield over a three-year rolling period.

Hugh Yarrow: axed 'Kraftilever' deal relief for income investors

Citywire AAA-rated manager says it would've been a 'great shame to lose such a high-quality dividend stream' from the UK market.

Evenlode eyes global income fund launch

Evenlode Investment is considering expanding its proposition with the launch of a global equity income fund.

IA considers lower yield target for UK equity income funds

The Investment Association is in discussions over splitting its UK Equity Income basket after after funds failed to meet the yield requirements.

Troy tops Sanlam equity income study as 8 funds go grey

Francis Brooke's fund replaced Unicorn at the top of the bi-annual study as equity income fund managers faced a host of challenges in the first half.

Jupiter Merlin sold Artemis Income ahead of Gosden shock

Jupiter's multi-manager team sold the £6 billion income fund in the weeks before manager Adrian Gosden's surprise exit was announced.  

The funds which dived and thrived in 'Brexit' turmoil

Global stock markets dived on Friday, and so did many funds, but others managed equally remarkable gains.

AAA-rated Peters: Why there's still upside in tobacco

The co-manager of the Evenlode Income fund also gave an update to recent activity on the low-turnover portfolio.

Cholwill joins calls for changes to UK Equity Income sector

A lower dividend hurdle rate would prevent unnecessary fund ejections, says Royal London fund manager.

...more...

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