IFSL Evenlode Global Equity

Previously called WS Evenlode Global Equity

Introduction to the fund

Evenlode focuses exclusively on ‘quality’ companies, which are characterised by their ability to achieve sustainable growth over time while minimising the need for additional capital reinvestment. This fund is a concentrated portfolio of these quality companies from across the world. The fund has benefitted from having two very impressive fund managers at its helm, and has enjoyed impressive performance since its launch in July 2020.

 

Fund manager

Chris Elliott, James Knoedler

The two managers of this fund are Chris Elliot and James Knoedler. Chris became the manager of this fund at launch in 2020. He is also a fund manager on the Elite Rated IFSL Evenlode Global Income strategy, launched in 2017. Chris is a qualified Chartered Financial Analyst and has a degree from the University of Cambridge in Mathematics and Economics. Prior to Evenlode, Chris worked as a senior software engineer.

James Knoedler joined Evenlode in 2020 as a fund manager. He previously worked as an analyst at Independent Franchise Partners (IFP), and before that he was an analyst at Arisaig Partners and Newlands Investment Management. James graduated from Oxford University with a first-class degree in English and holds a Masters in Finance from the London Business School.

Opinion on fund

IFSL Evenlode Global Equity has, unsurprisingly, been a success story since its launch. It has benefitted from having two very impressive fund managers. Its success has also been driven by the clear and proven investment process used by the team across its strategies, as well as the in-house software system called ‘Eddie’ which helps the team find these high-quality cash-generative companies that have provided consistent outperformance.

Fund performance

Key facts

  • Fund size

    £359.1m

  • Chelsea rating

    Buy

  • Core Selection

    No

  • Chelsea Risk Rating

    6

  • AMC

    0.85%

  • OCF

    0.85%

  • Unit Type

    Acc

  • Yield

    0.66%

  • FundCalibre rating

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

  • Log in here and process your instruction
  • Call us on 020 7384 7300 to buy over the phone or request an application form
  • Download an application form and post it to us, along with a cheque
Find out more
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Important information

Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.

The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.

Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).

Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.

Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.

Funds assigned to an alternative IA sector; sector rankings may differ accordingly.

The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.

This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.

Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.

Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.

To find out more about our Chelsea Risk Rating, please visit our dedicated page.

The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).

The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.