Ben Peters, co-manager of the IFSL Evenlode Global Income fund, explains the fund’s focus on total returns and growing income streams. He shares how certain sectors, including consumer goods, healthcare, and information technology, provide resilient investment opportunities. We also touch on the effects of geopolitics and the long-term potential of artificial intelligence. The interview finishes with Ben’s views on navigating market volatility, maintaining conviction during underperformance, and finding hidden value in high-quality companies.

What’s covered in this episode: 

• What makes the IFSL Evenlode Global Income fund different from its peers?
• Views on market volatility
• How geopolitics come into play
• The appeal of the consumer goods sector 
• Why healthcare is a good “defensive” option
• A Microsoft case study
• The investment potential of artificial intelligence 
• Investing through a difficult period
• Staying true to fundamentals
• Outlook for global equity income in 2025 

More about the fund: IFSL Evenlode Global Income fund aims to emulate the success of the IFSL Evenlode Income fund, while benefiting from a wider global remit. The managers are not afraid to be radically different from their benchmark, which we applaud, along with their long-term focus. We also like the fund’s objective to grow the dividend in the future.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.