In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Income portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

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Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

In this first investment view of 2026 we take a detailed look at the IFSL Evenlode Global Dividend portfolio, the performance drivers over the last year, and the broader equity market situation. It’s a longer read than our usual monthly missives, but we hope you find the discussion interesting and useful.

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Please note, these views represent the opinions of the Evenlode team as of 27th January 2026 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

With the holiday season upon us, the Evenlode investment team have compiled a list of books that we have read over the second half of 2025. Some of these texts are not obvious light-reading for Boxing Day, but we hope you will find something engaging on the list!

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Please note, these views represent the opinions of the Evenlode team as of 18th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

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Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

As the Christmas break is upon us, we have entered the customary sale season where unshifted stock gets marked down and bargain hunters are hopeful of buying quality goods at knock down prices.

Whilst not making predictions about the coming year, we do see some companies trade at ever-better valuations, which bodes well for longer term returns.

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Please note, these views represent the opinions of the Evenlode team as of 23rd December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

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Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

Though 2025 performance has been disappointing, the portfolio continues to contain a diversified list of market-leading quality businesses. This investment view includes a discussion on a range of portfolio companies, and what we are hearing on the ground.

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Please note, these views represent the opinions of the Evenlode team as of 15th December 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

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Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

This month we discuss the market performance and valuation of quality companies including the recent underperformance of high-quality businesses despite their solid financials and dividend growth. We further explore the complexities of market indices and valuation metrics.

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Please note, these views represent the opinions of the Evenlode team as of 28th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com

The third quarter financial reporting period is near complete, with over 90% of the Evenlode Global Opportunities portfolio companies having posted an update. The latest results have strengthened our conviction in the portfolio and provide us a welcome opportunity to update investors.

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Please note, these views represent the opinions of the Evenlode team as of 24th November 2025 and do not constitute investment advice.

Past performance is not a reliable indicator of future results. The value of investments can go down as well as up, and investors may not get back the money they invested. Current forecasts are provided for transparency purposes, are subject to change and are not guaranteed.

For more information visit evenlodeinvestment.com