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LF Woodford Equity Income A Sterling Acc

Ranked 106 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

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 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% -10.2% 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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

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

Related News

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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.

'Pissed off' Woodford slams mountain of 'fake information'

Investors are making ‘appallingly bad decisions’ by chasing large-cap growth based on a ‘mountain of fake information’, Neil Woodford has said

The Secret CEO: I'm angry with Woodford and I've sold out

Fund manager's controversial swapping of assets between his fund and trust was the final straw for the Secret CEO.

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

Crystal Amber gains £1m profit on quick Patient Capital trade

Activist investment company backed by Neil Woodford pockets £1 million gain selling stake in fund manager’s Patient Capital investment trust.

Crunch time for Woodford Income as unquoted stake hits 18%

Controversial swap deal with Woodford Patient Capital Trust exposes scale of challenge facing fund manager in bringing his Equity Income fund's exposure to unquoted assets below a 10% limit.

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.

The 11 funds dumped in 'annus horribilis' for sales

Eleven funds each saw more than £1 billion leave the door last year, in a grim year for global stock markets.

...more...

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