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The investment objective of the fund is to provide income and capital growth over Rolling Periods of 5 years, with an emphasis on income. At least 80% of the fund will be invested in the equity securities of companies listed in the United Kingdom.
Name | Title | Since | Until |
---|---|---|---|
Hugh Yarrow | Portfolio Manager | 2017 | Now |
Biography | 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 | - | 2017 | Now |
Biography | Ben is having co-founded Evenlode Investment in 2009 with the launch of the TB Evenlode Income fund. 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. |
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