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Evenlode Global Income fund

Evenlode Investments have recently launched a Global Income fund on 6 November 2017.

The fund is managed by co-founder Ben Peters and co-manager Chris Elliott and has the same investment process as the flagship Evenlode Income fund. The new Global Income fund invests in a range of global companies where cash flow comes from different sources. It also focuses on companies with high barriers to entry and where the purchase of products or services by customers is not determined just by price.

Evenlode CEO Ben Peters has stated the following:

"Following strong feedback from our clients, we have developed the Evenlode Global Income fund as a natural evolution of the investment proposition offered by the Evenlode Income fund.

"While there has been extensive discussion about valuations in global equities, we believe that a disciplined approach can counter much of the risk associated with this.

"Although overall yields may not be particularly high in historic terms, investors can achieve a regular and growing income by investing selectively in companies with quality business models, attractive starting yields and good prospects for long-term dividend growth."

The ongoing charge for the fund is 0.90% for the clean 'B' share class.

If you would like more information on this fund or require an application form to invest please contact us and we will be happy to help.

Uploaded - 15 January 2018

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Please remember that tax advantages of ISAs may be subject to future statutory change. Eligibility to invest in an ISA and the value of tax savings will depend on individual circumstances.

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