Fund managers Hugh Yarrow and Ben Peters talk about the evolution of their portfolio since launch, why they take a concentrated approach, and challenges for the UK's dividend stalwarts in 2016.
It is no mean feat for a fund in the crowded UK Equity Income sector to consistently outperform its peers, yet this is what managers Hugh Yarrow and Ben Peters have managed to achieve with Evenlode Income over the past six years since launch. The fund, often described as a 'hidden gem' by analysts, is ranked third out of 71 funds in the sector in terms of performance over five years, and is top quartile over nearly all time periods. It has returned 111% since launch, compared to an IA UK Equity Income average of 76%, according to FE, and has an historic yield of 3.8%. A high-profile i...
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