Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

CF Woodford Equity Income A Sterling Acc

Ranked 95 out of 108 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 : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 2.6%
2016 3.1% -4.0% -0.4% 8.6% -0.7%
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

30/04/2017

Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 8.53
Imperial Brands PLC ORD 7.52
GlaxoSmithKline PLC ORD 6.54
British American Tobacco PLC ORD 6.51
Legal & General Group PLC ORD 5.23
Provident Financial PLC ORD 4.93
Prothena Corporation PLC ORD 3.34
AbbVie Inc ORD 3.18
Theravance Biopharma Inc ORD 2.34
Capita PLC ORD 2.25
31/03/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size73Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

Related News

The Secret CEO: why I let an outperforming manager go

In response to our Secret CIO's columns describing the good, the bad and the ugly of fund management, our Secret CEO recalls their experiences.

Woodford pick Purplebricks under fire after BBC probe

BBC investigation into consumer complaints dents soaring share price of online estate agent Purplebricks, backed by fund manager Neil Woodford.

AA share price crash latest blow to Neil Woodford

Fund manager hit by third stock upset after AA Group fires executive chairman Bob Mackenzie for gross misconduct and lowers full-year forecasts.

Top Woodford stock AstraZeneca dives on drug blow

Pharmaceutical giant AstraZeneca, Neil Woodford's top holding, slumps after key lung cancer drug fails trial.

Fund disruptor: inside Woodford Investment Management

Wealth Manager got exclusive access to the most talked about fund firm in UK as it celebrated its three-year anniversary.

Woodford IM adds City Financial analyst to its ranks

Alex Correia lifts the number of individuals in Woodford Investment Management's investment team to eight.

Criticism does hurt me, says Neil Woodford

Much of it is ill-informed, short term and frustrates me says the boss of £17 billion Woodford Investment Management.

Provident plunge hits Woodford, Barnett and Darwall

Big name fund managers Neil Woodford, Mark Barnett and Alexander Darwall hit by plunge in shares of doorstep lender Provident Financial.

Neil Woodford: in some respects outlook has improved

Star fund manager Neil Woodford says a hung parliament is not all bad news for the UK stock market and economy.

Woodford and Artemis add to P2P firm ahead of ISA launch

Neil Woodford and fund group Artemis plough more money into RateSetter as peer-to-peer lender prepares to launch Innovative Finance ISA.

...more...

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