Evenlode Global Opportunities Fund F USD Acc header image

Evenlode Global Opportunities Fund F USD Acc

Fund

ISIN IE00BMYLN696 / Valor null

NAV (2025-04-17)
USD 1.20-0.47%

Evenlode Global Opportunities Fund F USD Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The Fund aims to provide long-term total returns with an emphasis on capital growth. It will invest predominantly in the shares of global listed companies, with the balance in cash or similar liquid assets.

Fund Exposure

The Fund will invest in a focused portfolio of generally between 30 and 55 companies that offer a combination of high and growing cash-flows and low business risk. The Investment Manager will look to identify financially strong businesses through quantitative screening on the UK, US, and European markets.

Risks

The Fund may invest up to 10% in Collective Investment Schemes that are established as UCITS and eligible under the Regulations. It may also invest in financial derivative investments for hedging purposes, which are linked to the rise and fall of other assets. This Fund may not be appropriate for investors who plan to withdraw their money within 5 years.

Content summarized by AI chatbot
Source

https://evenlodeinvestment.com/funds/evenlode-global-opportunities-fund

Tags:
capital growth msci world global equities

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Evenlode Global Opportunities Fund I EUR Acc
Evenlode Global Opportunities Fund I EUR Acc Evenlode Global Opportunities Fund I EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.49%EUR 1.15
Evenlode Global Opportunities Fund I USD Acc
Evenlode Global Opportunities Fund I USD Acc Evenlode Global Opportunities Fund I USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.47%USD 1.20
Evenlode Global Opportunities Fund F EUR Acc
Evenlode Global Opportunities Fund F EUR Acc Evenlode Global Opportunities Fund F EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%EUR 1.16
Evenlode ICAV - Evenlode Global Opportunities Fund X USD Acc
Evenlode ICAV - Evenlode Global Opportunities Fund X USD Acc Evenlode ICAV - Evenlode Global Opportunities Fund X USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.47%USD 1.20
Evenlode Global Opportunities Fund X GBP Acc
Evenlode Global Opportunities Fund X GBP Acc Evenlode Global Opportunities Fund X GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.17%GBP 1.20
Evenlode Global Opportunities Fund F GBP Acc
Evenlode Global Opportunities Fund F GBP Acc Evenlode Global Opportunities Fund F GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.17%GBP 1.35