TB Evenlode Global Income B GBP Acc

Ranked 6 out of 101 in - Global 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

Objective

The investment objective is to provide long-term total returns with an emphasis on income. fund will invest predominantly in equity securities of companies listed on various international exchanges with the balance invested in cash (or near cash securities), up to 10% in collective investment schemes and in derivatives for the purpose of efficient portfolio management from time to time. The Investment Manager aims to invest in a focused portfolio of shares offering a combination of high and growing cash-flows (to deliver both capital growth and dividend growth for the fund) and low business risk.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 1.8% -5.0% 7.9% 4.7% -5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/11/2017
  • Base currencyGBP
  • ISIN GB00BF1QMV61

Purchase Info

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

Charges

  • Annual management0.90%
  • Initial investment0.00%

Related News

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