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CF Woodford Equity Income A Sterling Acc

Ranked 106 out of 107 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 : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 2.6% -5.8%
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 8.04
Imperial Brands PLC ORD 7.29
British American Tobacco PLC ORD 6.09
Provident Financial PLC ORD 5.71
Legal & General Group PLC ORD 5.37
AbbVie Inc ORD 3.31
Prothena Corporation PLC ORD 3.10
Theravance Biopharma Inc ORD 2.49
Capita PLC ORD 2.22
Benevolent Knights of America of LA 2.10
30/04/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size65Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Woodford buys ITV on 'compelling' valuation opportunity

The broadcaster was one of two new purchases in Woodford's Income Focus fund.

Woodford ups stake in Provident Financial

Star fund manager Neil Woodford doubled down on Provident Financial last night as the company starts to rally.

Jupiter Merlin sells £300m Woodford stake

The sale marks the end of the 20-year relationship between Merlin head John Chatfeild-Roberts and Neil Woodford and comes after a torrid run for the fund manager.

Card Factory slump hits Woodford and Barnett

Shares in greetings card retailer slump on lower profits and news special dividends will be reviewed.

Woodford: ‘ I'm very sorry for the poor performance’

Superstar fund manager Neil Woodford has apologised to investors for the recent poor performance of his flagship funds.

Woodford near-doubles backing for crowdfunder

Neil Woodford has near-doubled his investment in crowdfunding platform Seedrs

Woodford tech holding settles battle with scientist

Woodford-backed Industrial Heat settles legal battle with scientist over controversial ‘low energy nuclear reaction’ device.

The stocks punishing Neil Woodford in a torrid year

Provident Financial's collapse leaves fund manager Neil Woodford bottom of his sector over one year and outside top flight over three.

Woodford & Barnett hit as Provident Financial plunges 70%

(Update with Neil Woodford comment) Shares in Provident Financial collapse on FCA investigation, boss departure and scrapped dividend, hurting fund investors.

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.

...more...

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