Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

CF Woodford Equity Income A Sterling Acc

Ranked 107 out of 108 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 : 30/11/2016 - 30/11/2017

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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size59Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Capita slumps as hopes of 2018 recovery fade

Troubled outsourcer heaps more woes on big backers Neil Woodford and Mark Barnett with subdued update.

Google snooping case shines spotlight on litigation funds

Specialist litigation funder Therium, which backed big shareholder action against Lloyds, is behind the case.

Woodford backs top holding after hedgie attack

Neil Woodford has publicly backed Prothena, the top holding in his Patient Capital trust, which came under attack from short-sellers earlier this month.

Woodford holding takes 10% hit on accounts review

Utilitywise has seen its share price hit by further steep fall after it again delayed the release of its results and announced they are to be subject to an independent review.

Bank bull Woodford buys Barclays and RBS

Manager who once shunned banks underlines his bullishness on the sector by revealing investments in Barclays and RBS.

Hedge fund attacks Woodford Patient's top holding

Hedge fund Kerrisdale launches short-selling attack on Prothena, the top holding in the Woodford Patient Capital investment trust.

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.

...more...

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