Woodford Equity Income Feeder A Inc GBP

Ranked 105 out of 112 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

This is a feeder fund of LF Woodford Equity Income Fund, a fund within LF Woodford Investment Fund. The investment objective of the Master Fund is to provide a reasonable level of income together with capital growth. The fund will normally be fully invested in the Master Fund but may hold up to 15% in cash and other ancillary liquid assets. The Master Fund invests primarily in the shares of companies listed in the UK. It may also invest in unlisted companies, overseas entities, money market instruments, warrants, collective investment schemes and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -16.7% -10.4% 3.2% 1.4% -11.1%
2017 0.7% 4.7% 2.7% -5.9% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Ireland
  3. Isle of Man
  4. Jersey
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date20/10/2016
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00BDD8DJ10

Purchase Info

  • Min. initial investment150,000
  • Min. regular additional investment1,000

Charges

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

Related News

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