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CF Woodford Equity Income A Sterling Acc

Ranked 72 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 : 31/03/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.6%
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

31/01/2017

Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 7.82
GlaxoSmithKline PLC ORD 7.65
Imperial Brands PLC ORD 7.46
British American Tobacco PLC ORD 6.14
Legal & General Group PLC ORD 5.37
Provident Financial PLC ORD 5.33
Prothena Corporation PLC ORD 3.56
AbbVie Inc ORD 3.43
Benevolent Knights of America of LA 2.27
Capita PLC ORD 2.16
30/11/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size78Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

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Woodford calls for 'patient capital' ISA

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Neil Woodford’s flagship Income fund hits £10bn

Neil Woodford’s flagship income fund has heralded the launch of his new focused mandate by hitting the £10 billion mark.

IA drops equity income yield barrier to 100%

The Investment Association (IA) has dramatically relaxed the yield hurdle for its UK Equity Income sector from 110% to 100% of index yield over a three-year rolling period.

Hargreaves Lansdown raises record £251 million for income fund

Only the Woodford Equity Income fund's launch on Hargreaves Lansdown has raised more money.

HL equity income study: the top 10 credit crunch stars

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How Brexit turned Neil Woodford bullish

Less than a year ago star fund manager believed UK economy was 'awful' and markets 'highly valued'. He's changed his tune.

...more...

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