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LF Woodford Equity Income A Sterling Acc

Ranked 108 out of 111 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 : 31/03/2018 - 31/03/2019

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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/06/2014
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB00BLRZQ513

Purchase Info

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

Charges

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

Related News

Guernsey expects to 'resolve' Woodford stocks row next week

Guernsey's International Stock Exchange says it expects suspension of dealings in Neil Woodford's unquoted stocks to be 'resolved' next week.

Woodford sells £40m property firm stake to Barnett

Neil Woodford has sold a £40 million stake in NewRiver Reit to his former Invesco colleague Mark Barnett

Woodford rocked as Guernsey suspends his unquoted stocks

Shock move represents blow to manager's strategy of listing unquoted stakes offshore to keep flagship fund within City regulator's rules.

Quilter drops Woodford for Artemis on £90m portfolio

Quilter has pulled client assets from Woodford’s mis-firing UK Equity Income fund and handed the contract to Artemis Income manager Adrian Frost

Investors pull £160m from Woodford after share swap

Investor exodus from Woodford Equity Income spikes to a six-month high in March after fund’s controversial share swap with Woodford Patient Capital Trust

Revealed: Woodford lists unquoted stakes offshore to stay below limit

Neil Woodford has resorted to offshore listings for some of his largest unquoted company stakes to keep his Equity Income fund within the City regulator's rules

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.

'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.

...more...

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