USA
Discover the Evelyn Global Direct Range
The Evelyn Global Direct Range is a range of three actively managed multi-asset funds designed to give investors access to ideas from Evelyn Partners’ investment process in a simple, tax efficient structure. The range aims to deliver long-term capital growth over the market cycle by investing primarily in direct equities and bonds although it can hold collectives such as ETFs, unit trusts and investment companies. The funds are managed by a team of the firm’s most-experienced investment professionals.
Please speak to your adviser to invest in the Evelyn Global Direct Range.
Evelyn Global Conservative Direct Fund
Factsheet
Global Conservative Direct Fund H Accumulation EUR
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Global Conservative Direct Fund H Accumulation GBP
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Global Conservative Direct Fund H Accumulation USD
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Global Conservative Direct Fund K Accumulation EUR
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Global Conservative Direct Fund K Accumulation GBP
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Global Conservative Direct Fund K Accumulation USD
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EU Key Investor Documents (For EU Based Investors)
Evelyn Global Conservative Direct Fund H Accumulation EUR
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Evelyn Global Conservative Direct Fund H Accumulation GBP
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Evelyn Global Conservative Direct Fund H Accumulation USD
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Evelyn Global Conservative Direct Fund K Accumulation EUR
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Evelyn Global Conservative Direct Fund K Accumulation GBP
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Evelyn Global Conservative Direct Fund K Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Conservative Direct Fund H Accumulation EUR
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Evelyn Global Conservative Direct Fund H Accumulation GBP
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Evelyn Global Conservative Direct Fund H Accumulation USD
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Evelyn Global Conservative Direct Fund K Accumulation EUR
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Evelyn Global Conservative Direct Fund K Accumulation GBP
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Evelyn Global Conservative Direct Fund K Accumulation USD
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Evelyn Global Balanced Direct Fund
Factsheets
Global Balanced Direct Fund H Accumulation EUR
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Global Balanced Direct Fund H Accumulation GBP
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Global Balanced Direct Fund H Accumulation USD
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Global Balanced Direct Fund K Accumulation EUR
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Global Balanced Direct Fund K Accumulation GBP
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Global Balanced Direct Fund K Accumulation USD
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EU Key Investor Documents (For EU Based Investors)
Evelyn Global Balanced Direct Fund H Accumulation EUR
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Evelyn Global Balanced Direct Fund H Accumulation GBP
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Evelyn Global Balanced Direct Fund H Accumulation USD
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Evelyn Global Balanced Direct Fund K Accumulation EUR
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Evelyn Global Balanced Direct Fund K Accumulation GBP
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Evelyn Global Balanced Direct Fund K Accumulation USD
Download
UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Balanced Direct Fund H Accumulation EUR
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Evelyn Global Balanced Direct Fund H Accumulation GBP
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Evelyn Global Balanced Direct Fund H Accumulation USD
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Evelyn Global Balanced Direct Fund K Accumulation EUR
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Evelyn Global Balanced Direct Fund K Accumulation GBP
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Evelyn Global Balanced Direct Fund K Accumulation USD
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Evelyn Global Adventurous Direct Fund
Factsheets
Global Adventurous Direct Fund H Accumulation EUR
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Global Adventurous Direct Fund H Accumulation GBP
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Global Adventurous Direct Fund H Accumulation USD
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Global Adventurous Direct Fund K Accumulation EUR
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Global Adventurous Direct Fund K Accumulation GBP
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Global Adventurous Direct Fund K Accumulation USD
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EU Key Investor Documents (For EU Based Investors)
Evelyn Global Adventurous Direct Fund H Accumulation EUR
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Evelyn Global Adventurous Direct Fund H Accumulation GBP
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Evelyn Global Adventurous Direct Fund H Accumulation USD
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Evelyn Global Adventurous Direct Fund K Accumulation EUR
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Evelyn Global Adventurous Direct Fund K Accumulation GBP
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Evelyn Global Adventurous Direct Fund K Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Adventurous Direct Fund H Accumulation EUR
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Evelyn Global Adventurous Direct Fund H Accumulation GBP
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Evelyn Global Adventurous Direct Fund H Accumulation USD
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Evelyn Global Adventurous Direct Fund K Accumulation EUR
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Evelyn Global Adventurous Direct Fund K Accumulation GBP
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Evelyn Global Adventurous Direct Fund K Accumulation USD
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Evelyn Global Equity Fund
EU Key Investor Documents (For EU Based Investors)
Evelyn Global Equity Fund H Accumulation EUR
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Evelyn Global Equity Fund H Accumulation GBP
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Evelyn Global Equity Fund H Accumulation USD
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Evelyn Global Equity Fund K Accumulation EUR
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Evelyn Global Equity Fund K Accumulation GBP
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Evelyn Global Equity Fund K Accumulation USD
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UK Key Investor Information Documents (For UK Based Investors)
Evelyn Global Equity Fund H Accumulation EUR
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Evelyn Global Equity Fund H Accumulation GBP
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Evelyn Global Equity Fund H Accumulation USD
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Evelyn Global Equity Fund K Accumulation EUR
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Evelyn Global Equity Fund K Accumulation GBP
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Evelyn Global Equity Fund K Accumulation USD
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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.