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LF Woodford Equity Income A Sterling Acc

Ranked 107 out of 109 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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -10.2%
2017 0.5% 4.6% 2.6% -5.8% -0.5%
2016 3.0% -4.0% -0.5% 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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

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The hedge fund that's beaten Woodford twice

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Capita jumps as Woodford and Barnett back cash call

Shares in embattled outsourcing group rally as investors welcome turnaround plan, with fund groups Woodford and Invesco backing rights issue.

AA delivers boost to Woodford as shares soar

Shares surge on bullish comments from boss, boosting fund manager Neil Woodford, the roadside recovery group's largest single shareholder.

Key Woodford stock launches groundbreaking cancer therapy

Proton Partners International has used its proton beam therapy on its first UK cancer patient.

Woodford's flagship fund ejected from Equity Income sector

The £6.8 billion Woodford Equity Income fund has been booted from the IA's equity income sector after failing to meet yield requirements.

Woodford Patient shares soar on $2.2bn biotech tie-up

Shares in Woodford Patient Capital trust surge as top holding announces biotech tie-up that could be worth up to $2.2 billion.

...more...

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