PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Ben Peters
Evenlode Investment Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Ben is the co-founder of Evenlode and is a fund manager on the Evenlode Global Income Fund, launched in 2017. He has worked on the Evenlode Income fund since launch in 2009. Prior to launching Evenlode Ben was a physicist, holding a doctorate from the University of Oxford and a first-class degree from University College London. He holds the Investment Management Certificate and level 1 of the Chartered Financial Analyst qualification.
Total return for Ben Peters
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
116-152m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Peters

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ben Peters 2.7 3.8 11.8 -0.8 14.8 -0.5 18.7 7.8 19.0 12.3
Peer Group Composite 6.9 13.2 8.7 -3.9 24.0 -3.2 5.5 6.0 22.5 -4.8
Over / Under -4.2 -9.4 3.1 3.1 -9.2 2.7 13.2 1.8 -3.5 17.1
Performance vs peer group composite: Ben Peters
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Evenlode Income Co-managed (deputy) IA UK All Companies since Dec 01 2012 to present
IFSL Evenlode Global Income Lead manager IA Global Equity Income since Nov 20 2017 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The best-performing global funds you may not know By Patrick Sanders  26-Jun-2025
Group Evenlode’s Knoedler: Quality speaks loudest in a noisy market By James Knoedler  25-Jun-2025
Group Global funds with a truly global footprint By Darius McDermott   05-Jun-2025
Sector The perfect pairings to make the most of value and growth dynamics By Matteo Anelli and Patrick Sanders  05-Jun-2025
Fund Wealth managers’ ‘go-to’ UK equity income funds By Emma Wallis  19-May-2025
Sector Nine global funds with the highest Sharpe ratios year in, year out By Gary Jackson  16-May-2025
Group Quality Street: The UK’s seven highest-quality stocks By Emma Wallis  14-May-2025
Sector Funds to hold alongside Capital Gearing Trust By Patrick Sanders  13-May-2025
Sector Trojan Global Equity’s Boyle: 28 stocks is all you need By Matteo Anelli  09-May-2025
Group Why Jupiter Merlin is sticking with Fundsmith Equity and other underperforming funds By Matteo Anelli  09-May-2025
Sector Should you move into cheaper stock markets? By Emma Wallis  07-May-2025
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2025. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc