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LF Woodford Income Focus A GBP Acc

Ranked 99 out of 99 in - Global 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

To provide a high level of income together with capital growth. This will be achieved by investing in listed UK and overseas entities with no geographical restrictions. The Fund may also invest in other transferable securities, money market instruments, warrants, collective investment schemes and deposits. The Investment Manager expects to invest to invest at least 85% of portfolio assets in dividend-bearing securities (with the aim of delivering a high income) from equity18 instruments.

Showing fund performance in Funds Insider View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -20.3% -9.9% 6.5% -5.1% -12.5%
2017 1.9% 0.0% 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Imperial Brands PLC ORD 8.84%
Provident Financial PLC ORD 4.99%
Newriver Reit PLC ORD 4.64%
Redde PLC ORD 4.58%
Taylor Wimpey PLC ORD 4.44%
Barratt Developments PLC ORD 4.21%
British American Tobacco PLC ORD 3.67%
Amigo Holdings PLC ORD 3.62%
Honeycomb Investment Trust PLC ORD 3.47%
Crest Nicholson Holdings PLC ORD 3.22%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/04/2017
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BD9X6796

Purchase Info

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

Charges

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

Related News

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.

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

The inside story of Woodford’s battle to cling onto start-ups

Under-fire fund manager's extraordinary efforts to hold onto unquoted companies include transfers between funds and offshore listings.

Bumper yields and UK bets draw fund managers to house builders

With yields in double figures for some house builders, fund managers are drawn to their sector as the 'cleanest' contrarian bet on the UK economy.

Woodford needs Hargreaves Lansdown now more than ever

Stockbroker has driven more than a third of the inflows into Woodford’s funds and keeping the Bristol behemoth onside is crucial

Woodford swaps flagship fund's unquoted stocks for Patient stake

Move gives Woodford Equity Income fund breathing space in keeping unquoted holdings below limit set by City regulator.

Woodford and Barnett back Provident Financial takeover

Fund managers Neil Woodford and Mark Barnett throw their weight behind takeover approach from Non-Standard Finance.

Woodford stock Purplebricks dives on profit warning

Shares dive as Neil Woodford-backed online estate agent warns on profits and announces departure of UK and US bosses.

...more...

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