TB Evenlode Global Income B Acc EUR
| Shares Class | Inc. |
|---|---|
| Yield | 2.40 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.40 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
| Fund Size | 933,000,000.00 | Launch Date | 20/11/2017 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | EUR | ISA Eligible | No | Annual Management Charge (%) | 0.85 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00BF1QN913 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.8500 (on 02/03/2020) |
The investment objective of TB Evenlode Global Income is to provide income and capital growth over Rolling Periods of 5 years with an emphasis on income.
Ben Peters
Ben has been co-manager of the Evenlode Income fund since 2012 having been the fund’s analyst since its launch in 2009. Ben is also the lead manager on the Evenlode Global Income fund, launched in November 2017. As a complement to his research Ben 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 has passed Level I of the Chartered Financial Analyst programme. He also holds the Certificate in Financial Planning and the Investment Management Certificate. Previously a physicist, in 2008 he was awarded a doctorate from the University of Oxford in the field of nanoelectronics. Away from the office Ben is an amateur athlete, participating in cycling events and triathlons. He also enjoys music and is an occasional DJ.
Chris Elliott
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.
| Name | Weight |
|---|---|
| Asia Pacific Equities | 2.00% |
| European Equities | 40.00% |
| Money Market | 1.00% |
| North American Equities | 36.00% |
| UK Equities | 18.00% |
| Name | Weight |
|---|---|
| Asia | 2.00% |
| Europe | 40.00% |
| Money Market | 1.00% |
| North America | 36.00% |
| UK | 18.00% |
| Name | Weight |
|---|---|
| Consumer Goods | 24.00% |
| Health Care | 16.00% |
| Industrials | 1.00% |
| Media | 13.00% |
| Money Market | 1.00% |
| Services | 19.00% |
| Technology | 20.00% |
| Transport | 1.00% |
| Name | Weight |
|---|---|
| ESSILORLUXOTTICA | 4.00% |
| HENKEL AG & CO KGAA | 4.00% |
| UNILEVER PLC | 4.00% |
| BUREAU VERITAS | 3.00% |
| HEXAGON AB | 3.00% |
| INTEL CORP | 3.00% |
| RECKITT BENCKISER GROUP PLC | 3.00% |
| RELX PLC | 3.00% |
| SANOFI | 3.00% |
| WOLTERS-KLUWER NV | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.