Evelyn Active Portfolios

Our Evelyn Partners Umbrella A ICAV is an open-ended Irish Collective Asset Management Vehicle (ICAV) constituted as an umbrella fund with segregated liability between sub-funds, with variable capital and is registered under the laws of Ireland with registration number C167053. It is made up of 10 multi-manager sub-funds known as the Evelyn Active Portfolios, which have significant exposure to the UK market.

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Please speak to your adviser to invest in the Evelyn Global Active Portfolios.

Evelyn Adventurous Portfolio

Key Investor Documents

Evelyn Adventurous Portfolio 200 GBP Accumulation
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Evelyn Adventurous Portfolio A GBP Accumulation
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Evelyn Adventurous Portfolio B GBP Accumulation
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Evelyn Adventurous Portfolio C GBP Accumulation
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Evelyn Adventurous Portfolio Clean GBP Accumulation
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Evelyn Adventurous Portfolio Clean GBP Distribution
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Evelyn Adventurous Portfolio D GBP Accumulation
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Evelyn Adventurous Portfolio Institutional GBP Accumulation
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Evelyn Adventurous Portfolio Institutional GBP Distribution
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Evelyn Adventurous Portfolio L GBP Accumulation
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Evelyn Adventurous Portfolio L GBP Distribution
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Evelyn Adventurous Portfolio Retail EUR Accumulation
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Evelyn Adventurous Portfolio Retail GBP Accumulation
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Evelyn Adventurous Portfolio Retail GBP Distribution
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Evelyn Adventurous Portfolio Retail USD Accumulation
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Evelyn Adventurous Portfolio X GBP Accumulation
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Factsheets

EAP Adventurous C
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EAP Adventurous I
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EAP Adventurous L
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EAP Adventurous R EUR
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EAP Adventurous R GBP
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EAP Adventurous R USD
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Evelyn Balanced Portfolio

Key Investor Documents

Evelyn Balanced Portfolio A GBP Accumulation
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Evelyn Balanced Portfolio B GBP Accumulation
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Evelyn Balanced Portfolio C GBP Accumulation
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Evelyn Balanced Portfolio Clean GBP Accumulation
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Evelyn Balanced Portfolio Clean GBP Distribution
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Evelyn Balanced Portfolio D GBP Accumulation
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Evelyn Balanced Portfolio Institutional GBP Accumulation
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Evelyn Balanced Portfolio Institutional GBP Distribution
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Evelyn Balanced Portfolio L GBP Accumulation
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Evelyn Balanced Portfolio L GBP Distribution
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Evelyn Balanced Portfolio Retail EUR Accumulation
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Evelyn Balanced Portfolio Retail GBP Accumulation
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Evelyn Balanced Portfolio Retail GBP Distribution
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Evelyn Balanced Portfolio Retail USD Accumulation
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Evelyn Balanced Portfolio X GBP Accumulation
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Factsheets

EAP Balanced L
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EAP Balanced R EUR
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EAP Balanced R GBP
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EAP Balanced R USD
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EAP Balanced C
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EAP Balanced I
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Evelyn Cautious Portfolio

Key Investor Documents

Evelyn Cautious Portfolio Clean GBP Accumulation
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Evelyn Cautious Portfolio Clean GBP Distribution
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Evelyn Cautious Portfolio L GBP Accumulation
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Evelyn Cautious Portfolio L GBP Distribution
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Evelyn Cautious Portfolio X GBP Accumulation
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Evelyn Cautious Portfolio 200 GBP Accumulation
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Factsheets

EAP Cautious L
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EAP Cautious C
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Evelyn Conservative Portfolio

Key Investor Documents

Evelyn Conservative Portfolio Retail GBP Distribution
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Evelyn Conservative Portfolio Retail USD Accumulation
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Evelyn Conservative Portfolio X GBP Accumulation
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Evelyn Conservative Portfolio Clean GBP Distribution
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Evelyn Conservative Portfolio Institutional GBP Accumulation
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Evelyn Conservative Portfolio Institutional GBP Distribution
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Evelyn Conservative Portfolio L GBP Accumulation
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Evelyn Conservative Portfolio L GBP Distribution
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Evelyn Conservative Portfolio Retail EUR Accumulation 
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Evelyn Conservative Portfolio Retail GBP Accumulation
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Factsheets

EAP Conservative L
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EAP Conservative R EUR
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EAP Conservative R GBP
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EAP Conservative R USD
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EAP Conservative C
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EAP Conservative I
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Evelyn Defensive Portfolio

Key Investor Documents

Evelyn Defensive Portfolio Retail GBP Accumulation
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Evelyn Defensive Portfolio Retail GBP Distribution
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Evelyn Defensive Portfolio Retail USD Accumulation
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Evelyn Defensive Portfolio X GBP Accumulation
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Evelyn Defensive Portfolio 200 GBP Accumulation
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Evelyn Defensive Portfolio 200 GBP Distribution
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Evelyn Defensive Portfolio A GBP Accumulation
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Evelyn Defensive Portfolio B GBP Accumulation
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Evelyn Defensive Portfolio C GBP Accumulation
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Evelyn Defensive Portfolio Clean GBP Accumulation
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Evelyn Defensive Portfolio Clean GBP Distribution
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Evelyn Defensive Portfolio D GBP Accumulation
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Evelyn Defensive Portfolio Institutional GBP Accumulation
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Evelyn Defensive Portfolio Institutional GBP Distribution
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Evelyn Defensive Portfolio L GBP Accumulation
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Evelyn Defensive Portfolio L GBP Distribution
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Evelyn Defensive Portfolio Retail EUR Accumulation
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Factsheets

EAP Defensive L
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EAP Defensive R EUR
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EAP Defensive R GBP
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EAP Defensive R USD
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EAP Defensive C
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EAP Defensive I
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Evelyn Growth Portfolio

Key Investor Documents

Evelyn Growth Portfolio Retail USD Accumulation
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Evelyn Growth Portfolio X GBP Accumulation
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Evelyn Growth Portfolio 200 GBP Accumulation
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Evelyn Growth Portfolio A GBP Accumulation
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Evelyn Growth Portfolio B GBP Accumulation
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Evelyn Growth Portfolio C GBP Accumulation
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Evelyn Growth Portfolio Clean GBP Accumulation
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Evelyn Growth Portfolio Clean GBP Distribution
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Evelyn Growth Portfolio D GBP Accumulation
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Evelyn Growth Portfolio Institutional GBP Accumulation
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Evelyn Growth Portfolio Institutional GBP Distribution
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Evelyn Growth Portfolio L GBP Accumulation
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Evelyn Growth Portfolio L GBP Distribution
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Evelyn Growth Portfolio Retail EUR Accumulation
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Evelyn Growth Portfolio Retail GBP Accumulation
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Evelyn Growth Portfolio Retail GBP Distribution
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Factsheets

EAP Growth L
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EAP Growth R EUR
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EAP Growth R GBP
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EAP Growth R USD
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EAP Growth C
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EAP Growth I
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Evelyn Income Portfolio

Key Investor Documents

Evelyn Income Portfolio C GBP Accumulation
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Evelyn Income Portfolio Clean GBP Accumulation
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Evelyn Income Portfolio Clean GBP Distribution
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Evelyn Income Portfolio D GBP Accumulation
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Evelyn Income Portfolio Institutional GBP Accumulation
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Evelyn Income Portfolio Institutional GBP Distribution
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Evelyn Income Portfolio L GBP Accumulation
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Evelyn Income Portfolio L GBP Distribution
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Evelyn Income Portfolio Retail EUR Accumulation
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Evelyn Income Portfolio Retail GBP Accumulation
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Evelyn Income Portfolio Retail GBP Distribution
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Evelyn Income Portfolio Retail USD Accumulation
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Evelyn Income Portfolio X GBP Accumulation
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Evelyn Income Portfolio A GBP Accumulation
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Evelyn Income Portfolio B GBP Accumulation
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Factsheets

EAP Income C
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EAP Income I
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EAP Income L
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EAP Income R EUR
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EAP Income R GBP
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EAP Income R USD
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Evelyn Maximum Growth Portfolio

Key Investor Documents

Evelyn Maximum Growth Portfolio Retail GBP Distribution
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Evelyn Maximum Growth Portfolio X GBP Accumulation
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Evelyn Maximum Growth Portfolio Clean GBP Accumulation
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Evelyn Maximum Growth Portfolio Clean GBP Distribution
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Evelyn Maximum Growth Portfolio Institutional GBP Accumulation
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Evelyn Maximum Growth Portfolio Institutional GBP Distribution
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Evelyn Maximum Growth Portfolio L GBP Accumulation
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Evelyn Maximum Growth Portfolio L GBP Distribution
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Evelyn Maximum Growth Portfolio Retail EUR Accumulation
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Evelyn Maximum Growth Portfolio Retail GBP Accumulation
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Factsheets

EAP Maxgrowth L
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EAP Maxgrowth R EUR
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EAP Maxgrowth R GBP
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EAP Maxgrowth C
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EAP Maxgrowth I
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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.