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CF Woodford Equity Income A GBP Acc

Ranked 65 out of 106 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 : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -4.0% -0.4%
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 size77Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Neil Woodford's post-Brexit distressed July buys

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Woodford weighs offshore fund launch

Woodford IM is considering launching on offshore feeder fund for its Woodford Equity Income fund.

How Neil Woodford seized on 'Brexit' stock market panic

Citywire AA-rated manager bought more shares in UK-facing stocks, funded by selling some of his tobacco and pharmaceutical holdings.

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Collectively investors spent 17.5 years worth of normal activity on the firm's platform in the aftermath of the UK's decision to exit Europe.

Woodford to hire former Standard Life director

Woodford Investment Management is poised to hire former Standard Life director Marcia Campbell to chair its oversight board.

Neil Woodford: there's more ‘daunting’ fears than ‘Brexit’

With fears over the European referendum dominating the headlines, Woodford outlines why in the grand scheme of things it is small fry.

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