Discover the Evelyn Active Range

The Evelyn Active Range is a range of actively managed funds of funds that aim to deliver long-term capital growth and income over the market cycle. There are eight funds in the range with different levels of risks. The range invests primarily in collectives – investment trusts, unit trusts and OEICs – and is dynamically rebalanced. The funds are managed by a team of the firm’s most-experienced investment professionals.

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Please speak to one of our advisers to invest in the Evelyn Active Range, or look for the Expert range on Bestinvest

Evelyn Defensive Portfolio

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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EU Key Investor Documents (For EU Based Investors)

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 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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UK Key Investor Documents (For UK Based Investors)

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 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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Evelyn Conservative Portfolio

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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EU Key Investor Documents (For EU Based Investors)

Evelyn Conservative Portfolio Retail GBP Distribution
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Evelyn Conservative Portfolio Retail USD Accumulation
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Evelyn Conservative Portfolio Clean GBP Distribution
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Evelyn Conservative Portfolio Clean GBP Accumulation
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Evelyn Conservative Portfolio Institutional GBP Accumulation
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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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UK Key Investor Documents (For UK Based Investors)

Evelyn Conservative Portfolio Retail GBP Distribution
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Evelyn Conservative Portfolio Retail USD Accumulation
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Evelyn Conservative Portfolio Clean GBP Distribution
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Evelyn Conservative Portfolio Clean GBP Accumulation
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Evelyn Conservative Portfolio Institutional GBP Accumulation
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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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Evelyn Cautious Portfolio

Factsheets

EAP Cautious L
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EAP Cautious C
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EU Key Investor Documents (For EU Based Investors)

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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UK Key Investor Documents (For UK Based Investors)

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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Evelyn Income Portfolio

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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EU Key Investor Documents (For EU Based Investors)

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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UK Key Investor Documents (For UK Based Investors)

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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Evelyn Balanced Portfolio

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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EU Key Investor Documents (For EU Based Investors)

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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UK Key Investor Documents (For UK Based Investors)

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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Evelyn Growth Portfolio

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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EU Key Investor Documents (For EU Based Investors)

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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UK Key Investor Documents (For UK Based Investors)

Evelyn Growth Portfolio Retail USD Accumulation
Download

Evelyn Growth Portfolio X GBP Accumulation
Download

Evelyn Growth Portfolio 200 GBP Accumulation
Download

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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Evelyn Adventurous Portfolio

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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EU Key Investor Documents (For EU Based Investors)

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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UK Key Investor Documents (For UK Based Investors)

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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Evelyn Maximum Growth Portfolio

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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EU Key Investor Documents (For EU Based Investors)

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
Download

UK Key Investor Documents (For UK Based Investors)

Evelyn Maximum Growth Portfolio Retail GBP Distribution
Download

Evelyn Maximum Growth Portfolio X GBP Accumulation
Download

Evelyn Maximum Growth Portfolio Clean GBP Accumulation
Download

Evelyn Maximum Growth Portfolio Clean GBP Distribution
Download

Evelyn Maximum Growth Portfolio Institutional GBP Accumulation
Download

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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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.