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CF Woodford Equity Income A Sterling Acc

Ranked 93 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.


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


UK Equity Income over : 31/12/2015 - 31/12/2016

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
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



Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 8.97
GlaxoSmithKline PLC ORD 7.93
Imperial Brands PLC ORD 7.46
British American Tobacco PLC ORD 5.72
Provident Financial PLC ORD 4.47
Legal & General Group PLC ORD 4.44
AbbVie Inc ORD 3.36
Prothena Corporation PLC ORD 3.15
Capita PLC ORD 2.70
Benevolent Knights of America of LA 2.31

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size78Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management1.00%
  • Initial investment0

Related News

Neil Woodford compares Trump rally to tech bubble

Leading fund manager admits 2016 tested his resolve with his fund up just 3% as oil stocks soared in a market he says ignored valuations.

Woodford fund may be kicked out of IA equity income sector

The Woodford Equity Income fund is in danger of slipping out of the Investment Association’s UK Equity Income sector.

Troubled Capita to sell £50bn fund administration business

Struggling Capita has put its giant fund administration business up for sale after issuing another profit warning.

Woodford pours millions more into Allied Minds

Woodford has backed a placing by the early-stage life sciences and technology investor.

Eurozone on knife edge ahead of Italy's referendum

The topic of next month's Italian referendum may be constitutional reform but the country's membership of the European Union is at stake.

Neil Woodford: right-wing Trumpists could topple euro

Fund manager fears eurozone break-up and market mayhem if Donald Trump inspires far-right parties to win Europe's upcoming elections.

Pharma in demand as HL sees trading volumes double

After Donald Trump’s victory in the US election, Hargreaves Lansdown saw double the number of trades expected on a typical Wednesday morning.

Woodford: Trump win will not foreshadow US recession

While expecting momentum in the US economy to continue, the Citywire AA-rated manager believes that the growth will be modest in 2017.

Woodford: don't worry about pound's fall

The fall in the value of sterling is not something investors should be concerned about, according to fund manager Neil Woodford.

Woodford opens flagship £9.5bn fund to the wider world

Woodford Investment Management is to launch an offshore feeder fund for its flagship Income strategy.


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