IFSL Evenlode Global Income Fund B Accumulation GBP
Category Global Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
176.12p
0.54p (+0.31%)
Fund Code
TBGBA
BF1QMV6
GB00BF1QMV61
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 shares of companies listed on a range of global stock exchanges.
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
20 Nov 2017
Domicile
United Kingdom
UCITS
Yes
Lead manager
Ben Peters
Lead manager start date
20 Nov 2017
Lead fund manager biography
Ben is having co-founded Evenlode
Investment in 2009 with the launch of
the TB Evenlode Income fund. 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.
Fund manager
Chris Elliott
Manager start date
20 Nov 2017
Fund manager biography
Chris studied Maths and Economics at
Cambridge University and then spent
5 years as a senior software engineer at
Oxford University Press, before joining
Evenlode Investment Management
in March 2015. Chris is a member of the CFA Society of
the UK and has successfully passed the examinations
for all three levels of the Chartered Financial Analyst
qualification.
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
