IFSL Evenlode Income

Select share classes

IFSL Evenlode Income B Income

Category UK Equity Income

star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

256.88p

arrow-up3.25p (+1.28%)

Fund Code

TBEII

BD0B7D5

GB00BD0B7D55

Prices updated as at 08 May 2025
|
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.

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
Got a question?
Get in touch
we're here to help:
-
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.