IFSL Evenlode Income B Income
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
256.88p
3.25p (+1.28%)
Fund Code
TBEII
BD0B7D5
GB00BD0B7D55
Prices updated as at 08 May 2025
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Prices in GBX
Investment objective
The aim of the Fund is to increase the value of an investment over a minimum period of 5 years. The Fund will do this through a combination of income received and capital growth, with an emphasis on income. Income received is money paid out of the Fund’s investments, such as dividends. Capital growth is the increase in the value of investments over time. The Fund is actively managed, which means the Investment Manager decides which investments to buy or sell, and when. At least 80% of the Fund will be invested directly in the shares of companies listed in, incorporated in, headquartered in, or that have significant economic exposure to, the United Kingdom.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Evenlode Investment Management Limited
Fund launch date
01 Sep 2017
Domicile
United Kingdom
UCITS
Yes
Lead manager
Hugh Yarrow
Lead manager start date
01 Sep 2017
Lead fund manager biography
Hugh joined Wise in 2009 and is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October of the same year. He was appointed as a director of Wise in 2012.
Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.
Lead manager
Chris Moore
Lead manager start date
01 Jan 2021
Lead fund manager biography
Head office
The Long Barn
Chalford Park Barns
Oxfordshire
United Kingdom
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