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CF Woodford Equity Income A Acc

Ranked 18 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Neil Woodford

Neil Woodford remains one of the best known and best performing fund managers in the UK market today. His large bets in the more defensive tobacco and utilities sectors, coupled with his dislike for the banking sector cost him during the stockmarket’s rally in spring 2003. However, Woodford characteristically bounced back, quite in keeping with his emphasis on investing for the long term, regardless of short-term sentiment. As head of investments at Invesco Perpetual Woodford controlled over £15 billion of assets, and spent 26 years at the company before leaving in 2014 to set up his own fund management firm, Woodford Investment Management LLP. He has a degree in economics from Exeter University and in 2013 was awarded a CBE for services to the economy.

Objective

The Fund aims to provide investors with long-term appreciation by investing in stocks primarily listed on the UK stock exchanges and to achieve income of 10% higher than the FTSE All Share Index yield.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2015 - 31/03/2016
  • Rank 18/110 Total Return
  • Rank 78/110 Standard Deviation
  • Rank 13/110 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -4.0%
2015 16.3% 8.6% -0.1% 0.6% 6.6%
2014 3.9% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
Imperial Brands PLC ORD 7.54
AstraZeneca PLC ORD 7.22
GlaxoSmithKline PLC ORD 5.96
British American Tobacco PLC ORD 5.52
BT Group PLC ORD 4.51
Reynolds American Inc ORD 3.96
Legal & General Group PLC ORD 3.93
Roche Holding AG Par 3.71
Provident Financial PLC ORD 3.33
Prothena Corporation PLC ORD 3.01
30/11/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size70Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

  • Min. initial investment150,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).