Equities

As the Evenlode Income fund celebrates its seventh anniversary, fund manager Hugh Yarrow highlights the best performing stocks from its portfolio.

Took over 12-strong team

Mirrors existing $1bn US strategy

Will have passive underlay

Essential part of the world economy

Ability to generate uncorrelated returns

Reform a 'gargantuan' task

Three key elections ahead

Likes healthcare and technology

Three-year rolling numbers 'worst period'