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LF Woodford Income Focus A GBP Acc

Ranked 101 out of 101 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 United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019
  • Rank 101/101 Total Return
  • Rank 88/101 Standard Deviation
  • Rank 101/101 Max Drawdown

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

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%

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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 signals major Income strategy shift with £73m unquoted sale

Woodford has sold a £73 million unquoted portfolio to the Patient Capital Trust, marking a major turn in strategy.

Woodford and Barnett give thumbs-up to Provident 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.

Woodford shrugs off latest Provident profit warning

Neil Woodford says last month's profit warning from doorstep lender represents only 'a modest downgrade' and he still has high hopes for the stock.

Provident Financial deals further blow to Woodford and Barnett

Shares in doorstep lender slump on profit warning, dealing another blow to big fund manager backers Neil Woodford and Mark Barnett

Woodford IM bags £41.7m profit under new structure

Neil Woodford's fund business had a strong year amid his battle to turnaround performance

Woodford survives Hargreaves Lansdown Wealth 150 cull

The fund buy list has been slashed to around 60 funds, with Neil Woodford's two funds making the final cut, despite a period of poor performance

...more...

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