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LF Woodford Equity Income A Sterling Acc

Ranked 108 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Neil Woodford

Neil Woodford is one of the best known fund managers in the UK. 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 Funds Insider View performance globally

Performance

UK Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.6%
2018 -16.7% -10.2% 3.2% 1.4% -11.4%
2017 0.5% 4.6% 2.6% -5.8% -0.5%
2016 3.0% -4.0% -0.5% 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

28/02/2019

Top 10 Holdings

Stock Size
Imperial Brands PLC ORD 7.06%
Barratt Developments PLC ORD 6.35%
Burford Capital Ltd ORD 5.78%
Provident Financial PLC ORD 4.87%
Theravance Biopharma Inc ORD 4.20%
Benevolent Knights of America of LA 4.14%
Autolus Therapeutics PLC DR 3.21%
IP Group PLC ORD 3.19%
Newriver Reit PLC ORD 2.71%
Countryside Properties PLC ORD 2.40%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size23Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment0.00%

Related News

Morningstar downgrades Woodford Equity Income on ‘extreme’ portfolio

Fund research group cuts rating from 'bronze' to 'neutral', criticising manager's 'relentless willingness to push the portfolio to its liquidity limit'.

Woodford's Kymab plans US stock market flotation

Cambridge biopharma start-up delivers fillip to Neil Woodford's plans to reduce unquoted holdings in flagship fund by filing for flotation on US stock market.

Guernsey lifts suspension of Woodford’s Industrial Heat shares

Guernsey's International Stock Exchange lifts suspension of dealings in Neil Woodford's shares in cold fusion specialist Industrial Heat.

Woodford risks £250m withdrawal as Kent council reviews investment

Neil Woodford risks £250 million withdrawal from his flagship fund as Kent County Council reviews its pension fund investment.

Woodford's tough task in knocking unquoted stocks down to size

Under-fire fund manager has pledged unquoted holdings in flagship fund will fall below 10% by the end of the year.

Schroders rejects Provident bid backed by Woodford and Invesco

Fund group Schroders, which owns 14.6% of Provident Financial's shares, rejects Non-Standard Finance bid for lender backed by Invesco and Woodford Investment Management.

Woodford: income fund's unquoted stakes will fall below 10% this year

Fund manager says flagship fund's exposure to unquoted stocks and those listed in Guernsey will fall below 10% by the end of 2019.

Hargreaves clients vote with their feet on Woodford's Wealth 50 status

Customers of UK's biggest stock broker give short shrift to Woodford Equity Income's inclusion in fund buy list as they join exodus.

Woodford's peer-to-peer exodus continues with VPC sale

Fund manager follows £88 million sale of stake in P2P Global Investments by offloading his entire £40 million holding in VPC Specialty Lending.

Woodford sells P2P Global stake to Quilter as withdrawals bite

Neil Woodford sells entire £88.2 million stake in peer-to-peer lending trust to rival fund group Quilter

...more...

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