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Hugh Yarrow

Hugh Yarrow

Showing manager performance in United Kingdom View performance globally

About 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.

Invests in own strategies

Are you Hugh Yarrow?
Funds Managed
  1. Evenlode Income

Citywire Rating: AAA rated

2008

  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016

Performance

Equity - UK Equity Income
over : 31/10/2015 - 31/10/2016

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 4.0% 4.0% 9.3%
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%

Related News

Hugh Yarrow: mid-cap stocks we bought after Brexit

AAA-rated co-manager of £1 billion Evenlode Income fund says sell-off in FTSE 250 stocks created investment opportunities. 

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.

FTSE rebounds as investors write off US rate hike

FTSE 100 makes up all of last week's lost ground, led by miners and oil stocks as investors bet against US interest rate rise.

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.

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.

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'.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.