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LF Woodford Income Focus A GBP Acc

Ranked 139 out of 222 in - Global Equity Income over 3 months
All calculations are in USD unless stated

Managed by

Neil Woodford

Neil Woodford remains one of the best known and best performing fund managers in the UK market today. His large bets in the more defensive tobacco and utilities sectors, coupled with his dislike for the banking sector cost him during the stockmarket’s rally in spring 2003. However, Woodford characteristically bounced back, quite in keeping with his emphasis on investing for the long term, regardless of short-term sentiment. 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 globally. You can view performance in individual jurisdictions.

Performance

Global Equity Income over : 30/09/2017 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 3.3% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/04/2017
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BD9X6796

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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