Evelyn Partners Funds

The Evelyn Active Range is a range of actively managed funds of funds that aim to deliver long-term capital growth and income over the market cycle. There are eight funds in the range with different levels of risks. The range invests primarily in collectives – investment trusts, unit trusts and OEICs – and is dynamically rebalanced. The funds are managed by a team of the firm’s most-experienced investment professionals.

The Evelyn Sustainable Range looks to deliver long-term capital growth by selecting investments that prioritise Environmental, Social and Governance factors. Sustainability is at the heart of the range and the fund can invest across all asset classes. There are two funds in this range; a cautious approach and an adventurous one. These funds can be blended together to address a broader range of risk appetites. The funds are managed by a team of the firm’s most-experienced investment professionals.

The Evelyn Global Active Range is a range of five actively managed funds of funds, denominated in US dollar with a global rather than UK focus. They are designed to give investors access to the best international ideas from Evelyn Partners’ investment process in a simple, tax efficient structure. The funds are managed by a team of the firm’s most-experienced investment professionals They aim to deliver long-term capital growth and income over the market cycle by investing primarily in collectives such as ETFs, unit trusts and investment trusts.

The Evelyn Global Direct Range is a range of three actively managed multi-asset funds designed to give investors access to ideas from Evelyn Partners’ investment process in a simple, tax efficient structure. The range aims to deliver long-term capital growth over the market cycle by investing primarily in direct equities and bonds although it can hold collectives such as ETFs, unit trusts and investment companies. The funds are managed by a team of the firm’s most-experienced investment professionals.

The Evelyn Smart Range is a range of actively managed funds of funds that will primarily invest in passively managed collective investments including exchange-traded funds. The range will invest in global equities, bonds and other non-equity assets. The active management comes from the manager taking decisions on asset selection, regional allocations, sector views and overall market exposure. The fund range is managed by a team of the firm’s most-experienced investment professionals.

The Evelyn Partners Multi-Asset Range is a range of actively managed funds comprising direct equities, direct bonds and collective investment funds. These Evelyn Partner Multi-Asset Funds provide a tax-efficient vehicle through which to access direct stocks/shares and bonds, including corporate bonds with asset allocation and instrument selection driven by the Evelyn Partners’ investment process.

Fund Documents for the Evelyn Funds which do not belong to any of our specific ranges.

Click here to read our sustainability
related disclosures for the Evelyn Sustainable Range.