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USA Discover the Evelyn Global Active Range
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.
Please speak to your adviser to invest in the Evelyn Global Active Range.
Evelyn Global Defensive Portfolio
Factsheets
EU Key Investor Documents (For EU Based Investors)
Evelyn Global Defensive Portfolio Clean Accumulation CHF
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Evelyn Global Defensive Portfolio Clean Accumulation EUR
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Evelyn Global Defensive Portfolio Clean Accumulation GBP
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Evelyn Global Defensive Portfolio Clean Accumulation USD
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Evelyn Global Defensive Portfolio Retail Accumulation CHF
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Evelyn Global Defensive Portfolio Retail Accumulation EUR
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Evelyn Global Defensive Portfolio Retail Accumulation GBP
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Evelyn Global Defensive Portfolio Retail Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Defensive Portfolio Clean Accumulation CHF
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Evelyn Global Defensive Portfolio Clean Accumulation EUR
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Evelyn Global Defensive Portfolio Clean Accumulation GBP
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Evelyn Global Defensive Portfolio Clean Accumulation USD
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Evelyn Global Defensive Portfolio Retail Accumulation CHF
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Evelyn Global Defensive Portfolio Retail Accumulation EUR
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Evelyn Global Defensive Portfolio Retail Accumulation GBP
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Evelyn Global Defensive Portfolio Retail Accumulation USD
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Evelyn Global Income Portfolio
Factsheets
EU Key Investor Documents (For EU Based Investors)
Evelyn Global Income Portfolio Class C Accumulation USD
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Evelyn Global Income Portfolio Clean Accumulation EUR
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Evelyn Global Income Portfolio Clean Accumulation GBP
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Evelyn Global Income Portfolio Clean Accumulation USD
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Evelyn Global Income Portfolio Clean Distribution GBP
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Evelyn Global Income Portfolio Retail Accumulation CHF
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Evelyn Global Income Portfolio Retail Accumulation EUR
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Evelyn Global Income Portfolio Retail Accumulation GBP
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Evelyn Global Income Portfolio Retail Accumulation USD
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Evelyn Global Income Portfolio Retail Distribution GBP
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Income Portfolio Class C Accumulation USD
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Evelyn Global Income Portfolio Clean Accumulation EUR
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Evelyn Global Income Portfolio Clean Accumulation GBP
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Evelyn Global Income Portfolio Clean Accumulation USD
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Evelyn Global Income Portfolio Clean Distribution GBP
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Evelyn Global Income Portfolio Retail Accumulation CHF
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Evelyn Global Income Portfolio Retail Accumulation EUR
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Evelyn Global Income Portfolio Retail Accumulation GBP
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Evelyn Global Income Portfolio Retail Accumulation USD
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Evelyn Global Income Portfolio Retail Distribution GBP
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Evelyn Global Balanced Portfolio
Factsheets
EU Key Investor Documents (For EU Based Investors)
Evelyn Global Balanced Portfolio Class A Accumulation USD
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Evelyn Global Balanced Portfolio Class C Accumulation USD
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Evelyn Global Balanced Portfolio Clean Accumulation CHF
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Evelyn Global Balanced Portfolio Clean Accumulation EUR
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Evelyn Global Balanced Portfolio Clean Accumulation GBP
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Evelyn Global Balanced Portfolio Clean Accumulation USD
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Evelyn Global Balanced Portfolio Institutional Accumulation USD
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Evelyn Global Balanced Portfolio Retail Accumulation CHF
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Evelyn Global Balanced Portfolio Retail Accumulation EUR
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Evelyn Global Balanced Portfolio Retail Accumulation GBP
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Evelyn Global Balanced Portfolio Retail Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Balanced Portfolio Class A Accumulation USD
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Evelyn Global Balanced Portfolio Class C Accumulation USD
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Evelyn Global Balanced Portfolio Clean Accumulation CHF
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Evelyn Global Balanced Portfolio Clean Accumulation EUR
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Evelyn Global Balanced Portfolio Clean Accumulation GBP
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Evelyn Global Balanced Portfolio Clean Accumulation USD
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Evelyn Global Balanced Portfolio Institutional Accumulation USD
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Evelyn Global Balanced Portfolio Retail Accumulation CHF
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Evelyn Global Balanced Portfolio Retail Accumulation EUR
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Evelyn Global Balanced Portfolio Retail Accumulation GBP
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Evelyn Global Balanced Portfolio Retail Accumulation USD
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Evelyn Global Growth Portfolio
Factsheets
EU Key Investor Documents (For EU Based Investors)
Evelyn Global Growth Portfolio Clean Accumulation EUR
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Evelyn Global Growth Portfolio Clean Accumulation GBP
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Evelyn Global Growth Portfolio Clean Accumulation USD
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Evelyn Global Growth Portfolio Retail Accumulation CHF
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Evelyn Global Growth Portfolio Retail Accumulation EUR
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Evelyn Global Growth Portfolio Retail Accumulation GBP
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Evelyn Global Growth Portfolio Retail Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Growth Portfolio Clean Accumulation EUR
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Evelyn Global Growth Portfolio Clean Accumulation GBP
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Evelyn Global Growth Portfolio Clean Accumulation USD
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Evelyn Global Growth Portfolio Retail Accumulation CHF
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Evelyn Global Growth Portfolio Retail Accumulation EUR
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Evelyn Global Growth Portfolio Retail Accumulation GBP
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Evelyn Global Growth Portfolio Retail Accumulation USD
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Evelyn Global Adventurous Portfolio
Factsheets
EU Key Investor Documents (For EU Based Investors)
Evelyn Global Adventurous Portfolio Class A Accumulation USD
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Evelyn Global Adventurous Portfolio Clean Accumulation CHF
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Evelyn Global Adventurous Portfolio Clean Accumulation EUR
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Evelyn Global Adventurous Portfolio Clean Accumulation GBP
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Evelyn Global Adventurous Portfolio Clean Accumulation USD
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Evelyn Global Adventurous Portfolio Retail Accumulation CHF
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Evelyn Global Adventurous Portfolio Retail Accumulation EUR
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Evelyn Global Adventurous Portfolio Retail Accumulation GBP
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Evelyn Global Adventurous Portfolio Retail Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Adventurous Portfolio Class A Accumulation USD
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Evelyn Global Adventurous Portfolio Clean Accumulation CHF
Download
Evelyn Global Adventurous Portfolio Clean Accumulation EUR
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Evelyn Global Adventurous Portfolio Clean Accumulation GBP
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Evelyn Global Adventurous Portfolio Clean Accumulation USD
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Evelyn Global Adventurous Portfolio Retail Accumulation CHF
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Evelyn Global Adventurous Portfolio Retail Accumulation EUR
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Evelyn Global Adventurous Portfolio Retail Accumulation GBP
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Evelyn Global Adventurous Portfolio Retail Accumulation USD
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Investment risk warning - funds
The value of an investment, and any income from it, may go down as well as up and you may get back less than you originally invested. Past performance is not a guide to future performance. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.