TB Evenlode Income B Income

TB Evenlode Income B Income
T. Bailey Fund Services Limited
Open Ended Investment Company
UK All Companies
0.9 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3 %
The investment objective of TB Evenlode Income is to provide long-term total returns, with an emphasis on income.
Holding %
Unilever PLC 8.57 %
RELX PLC 6.16 %
Reckitt Benckiser Group PLC 5.48 %
Sage Group (The) PLC 5.11 %
Diageo PLC 4.58 %
Smiths Group PLC 4.12 %
GlaxoSmithKline PLC 3.80 %
Informa PLC 3.54 %
Bunzl PLC 3.00 %
WPP PLC 2.81 %
Region %
United Kingdom 86.53 %
United States 11.13 %
Sector %
Consumer Defensive 28.39 %
Communication Services 15.19 %
Technology 15.00 %
Industrials 14.01 %
Healthcare 10.21 %
Consumer Cyclical 6.92 %
Financial Services 6.73 %
T. Bailey Fund Services Limited
NG1 6FJ, Nottingham, United Kingdom
Legal Structure
Open Ended Investment Company


Hugh Yarrow
Joined 09/01/2017

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
Joined 09/01/2017

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 in the field of physics.

Data provided by Morningstar.

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