Discover the Evelyn Funds

These are the fund documents for the Evelyn Funds which do not belong to any of our specific ranges. 

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How to invest

You can invest in the Mid Ocean and MM Funds through our Bestinvest platform.

Defensive Growth Fund

Factsheets

Smith & Williamson Defensive Growth Fund B share class
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Smith & Williamson Defensive Growth Fund A share class
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Evelyn Mid-Ocean World Investment Fund

Factsheet

Evelyn Mid-Ocean World Investment Fund Institutional USD Dist

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Evelyn Mid-Ocean World Investment Fund Retail USD Dist

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Evelyn Mid-Ocean World Investment Fund Clean USD Dist

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EU Key Investor Documents (For EU Based Investors)

Evelyn Mid-Ocean World Investment Fund Institutional USD Dist

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Evelyn Mid-Ocean World Investment Fund Retail USD Dist

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Evelyn Mid-Ocean World Investment Fund Clean USD Dist

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EU Key Investor Documents Past Performance Supplements (For EU Based Investors)

Evelyn Mid-Ocean World Investment Fund Institutional USD Dist

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Evelyn Mid-Ocean World Investment Fund Retail USD Dist

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Evelyn Mid-Ocean World Investment Fund Clean USD Dist

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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Mid-Ocean World Investment Fund Institutional USD Dist

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Evelyn Mid-Ocean World Investment Fund Retail USD Dist

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Evelyn Mid-Ocean World Investment Fund Clean USD Dist

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Evelyn MM Global Investment Fund

KIIDs

Evelyn MM Global Investment Fund B Share Class
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Factsheets

Evelyn MM Global Investment Fund B Share Class
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Evelyn MM Endurance Balanced Fund

Factsheets

Evelyn MM Endurance Balanced Fund B share class
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KIIDs

Evelyn MM Endurance Balanced Fund B share class
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Evelyn Boulder Investment Fund

EU Key Investor Documents (For EU Based Investors)

Evelyn Boulder Investment Fund Institutional GBP Dist

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EU Key Investor Documents Past Performance Supplements (For EU Based Investors)

Evelyn Boulder Investment Fund Institutional GBP Dist

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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Boulder Investment Fund Institutional GBP Dist

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Evelyn Wye Investment Fund

EU Key Investor Documents (For EU Based Investors)

Evelyn Wye Investment Fund K GBP Dist

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EU Key Investor Documents Past Performance Supplements (For EU Based Investors)

Evelyn Wye Investment Fund K GBP Dist

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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Wye Investment Fund K GBP Dist

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Evelyn Santos Investment Fund

EU Key Investor Documents (For EU Based Investors)

Evelyn Santos Investment Fund Institutional GBP Dist

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EU Key Investor Documents Past Performance Supplements (For EU Based Investors)

Evelyn Santos Investment Fund Institutional GBP Dist

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UK Key Investor Information Documents (For UK Based Investors)

Evelyn Santos Investment Fund Institutional GBP Dist

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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.