Hugh Yarrow

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Fund Performance

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Manager factsheet

Hugh Yarrow
Evenlode Investment Management
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Manager profile

Hugh is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October 2009. 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.

FOLLOW ON FUNDSWIRE

Annualised total return over 18 years

+6.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Hugh Yarrow	10.9	13.4	22.6	49.8	121.9
Peer Group Composite	17.4	7.0	23.7	27.7	68.4
Over / Under	-6.5	6.4	-1.1	22.1	53.5

Total return for Hugh Yarrow

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Hugh Yarrow

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Hugh Yarrow	10.9	4.1	-2.0	21.7	-12.0	18.0	3.5	11.8	22.0	9.2
Peer Group Composite	17.4	4.0	-12.7	36.0	-15.6	6.8	-3.3	15.5	8.3	5.6
Over / Under	-6.5	0.1	10.7	-14.3	3.6	11.2	6.8	-3.7	13.7	3.6

Performance vs peer group composite: Hugh Yarrow

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