Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Neil Woodford

Neil Woodford

Showing manager performance in United Kingdom View performance globally

About 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.

Are you Neil Woodford?

Citywire Rating: Not Rated

2002

  • SRated AAA in Sep 2002
  • ORated AAA in Oct 2002
  • NRated AAA in Nov 2002
  • DRated AAA in Dec 2002

2003

  • JRated AAA in Jan 2003
  • FRated AAA in Feb 2003
  • MRated AAA in Mar 2003
  • ARated AAA in Apr 2003
  • MRated AAA in May 2003
  • JRated AAA in Jun 2003
  • JRated AAA in Jul 2003
  • ARated AAA in Aug 2003
  • SRated AAA in Sep 2003
  • ORated AAA in Oct 2003
  • NRated AAA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AA in Feb 2004
  • MRated A in Mar 2004
  • ARated A in Apr 2004
  • MRated A in May 2004
  • JRated A in Jun 2004
  • JRated A in Jul 2004
  • ARated A in Aug 2004
  • SRated A in Sep 2004
  • ORated AA in Oct 2004
  • NRated AA in Nov 2004
  • DRated A in Dec 2004

2005

  • JRated AA in Jan 2005
  • FRated AA in Feb 2005
  • MRated AA in Mar 2005
  • ARated AA in Apr 2005
  • MRated AA in May 2005
  • JRated AA in Jun 2005
  • JRated AAA in Jul 2005
  • ARated AAA in Aug 2005
  • SRated AAA in Sep 2005
  • ORated AAA in Oct 2005
  • NRated AAA in Nov 2005
  • DRated AAA in Dec 2005

2006

  • JRated AAA in Jan 2006
  • FRated AAA in Feb 2006
  • MRated AAA in Mar 2006
  • ARated AAA in Apr 2006
  • MRated AAA in May 2006
  • JRated AAA in Jun 2006
  • JRated AAA in Jul 2006
  • ARated AAA in Aug 2006
  • SRated AAA in Sep 2006
  • ORated AAA in Oct 2006
  • NRated AAA in Nov 2006
  • DRated AAA in Dec 2006

2007

  • JRated AAA in Jan 2007
  • FRated AAA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AAA in Apr 2007
  • MRated AAA in May 2007
  • JRated AAA in Jun 2007
  • JRated AAA in Jul 2007
  • ARated AA in Aug 2007
  • SRated AAA in Sep 2007
  • ORated AAA in Oct 2007
  • NRated AAA in Nov 2007
  • DRated AAA in Dec 2007

2008

  • JRated AAA in Jan 2008
  • FRated AAA in Feb 2008
  • MRated AAA in Mar 2008
  • ARated AA in Apr 2008
  • MRated AA in May 2008
  • JRated AA in Jun 2008
  • JRated AA in Jul 2008
  • ARated AAA in Aug 2008
  • SRated AAA in Sep 2008
  • ORated AA in Oct 2008
  • NRated AA in Nov 2008
  • DRated AA in Dec 2008

2009

  • JRated AA in Jan 2009
  • FRated AA in Feb 2009
  • MRated A in Mar 2009
  • ARated A in Apr 2009
  • MRated A in May 2009
  • JRated A in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NRated A in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JRated A in Jul 2010
  • ARated A in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ARated A in Apr 2013
  • MNot rated in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MNot rated in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated Plus in Jun 2017
  • JRated A in Jul 2017
  • ARated Plus in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018

Performance

over : 31/05/2015 - 31/05/2018
Manager Return
86 Mark Swain 5.0%
87 Alan Dobbie 4.5%
88 Mark Barnett 3.8%
89 Simon Holman 2.0%
90 Neil Woodford -3.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -11.1%
2017 1.2% 4.4% 2.8% -4.7% -1.0%
2016 1.8% -4.2% -0.5% 8.3% -1.5%
2015 12.4% 7.6% -0.9% -1.2% 6.8%
2014 11.8% 2.8% 3.0% 2.3% 3.2%
2013 3.7% 4.8%

Related News

Woodford Patient Capital gets $35m biotech IPO windfall

The value of the trust's holding in Autolus Therapeutics has jumped by 50% to around $105 million (£79 million) following its US listing.

How long should you stay with a failing star manager?

What to do when that star manager or trusted fund starts and continues to under-perform, year after year.

Woodford slams Stobart board after bust-up

Neil Woodford has called for the Stobart chair to step down after the company sacked its former boss from its board last week.

FTSE claws back Italy losses but FirstGroup slumps

FTSE 100 continues to recover ground lost at the start of the week, but FirstGroup slumps to bottom of FTSE 250 as boss departs.

Charles Stanley tips demoted Woodford Patient Capital

The wealth firm says FTSE 250 relegation could mark good entry point for Woodford Patient Capital trust.

Profile: MitonOptimal's portfolio boss on his 25 years of ethical investment

Paul Warner has been investing ethically for almost a quarter century

Charles Stanley drops Woodford from fund tip list

Charles Stanley has removed the LF Woodford Equity Income fund from its consumer investor buy-list.

AJ Bell negotiates £25m backing from City supremo

Fund platform AJ Bell is reportedly close to brokering a £25 million injection into its planned £500 million flotation later this year

Shell falls as profits soar but cash flow disappoints

Fund managers welcome signs of continued progress at oil major, but shares slide at disappointment on cashflow dip.

The hedge fund that's beaten Woodford twice

Small US hedge fund Kerrisdale Capital has been on the winning side of two high-profile clashes with Neil Woodford.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.