Quick Stats

Bid Price - Offer Price -
Mid Price GBX 207.34 Day Change GBX +0.48 (0.23%)
Price Date 21 Jul 2017 Crown Rating 5
Shares Class Inc. Yield 3.30 %
Total Expense Ratio 0.00 Fund Size 1,441,000,000.00
Launch Date 19/10/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BWT6GM69 Min TopUp (£) 0.00

Fund Objective

Emphasis on sustainable real dividend growth. Focus on companies with high returns on capital and strong free cash-flow. Low portfolio turnover, long-term holding periods. Minimum of 80% in UK shares and up to 20% in overseas shares and/or cash. Invests across the market-cap spectrum.

Fund Managers

Hugh Yarrow
Hugh joined Wise in 2009 and is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October of the same year. He was appointed as a director of Wise in 2012. Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.
Ben Peters
Ben has been the investment analyst for Evenlode Income since the fund’s launch, and became co-manager in December 2012. 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