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Old Mutual WoodFord Equity Income A GBP Acc

Ranked 94 out of 108 in - UK Equity Income over 12 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.


The fund seeks to achieve income, together with capital growth. The Fund intends to invest primarily in companies listed in the UK, with the balance invested internationally. In pursuing this objective, the Investment Adviser may include investments that they consider appropriate which include will invest primarily in UK listed companies, but may also invest in overseas equities, other transferable securities, money market instruments, warrants, collective investment schemes, deposits and other investments and transactions permitted by the FCA Rules and deposits.

Showing fund performance globally. You can view performance in individual jurisdictions.


UK Equity Income over : 31/07/2016 - 31/07/2017
  • Rank 94/108 Total Return
  • Rank 79/108 Standard Deviation
  • Rank 94/108 Max Drawdown
Fund Name Currency Return
92 Threadneedle UK Monthly Income Ret Net Inc GBX USD


93 Trojan Ethical Income O Acc USD


94 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged



94 Old Mutual WoodFord Equity Income A GBP Acc USD


96 CF Woodford Equity Income A Sterling Acc USD


Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 7.9%
2016 -13.7% -6.5% -8.2% 8.2% -7.1%
2015 7.2% 3.9% 5.7% -5.9% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
AstraZeneca PLC ORD 7.90
Imperial Brands PLC ORD 5.91
British American Tobacco PLC ORD 5.48
Theravance Biopharma Inc ORD 5.02
Prothena Corporation PLC ORD 4.96
Provident Financial PLC ORD 4.69
Legal & General Group PLC ORD 4.61
Thin Film Electronics ASA ORD 3.94
AbbVie Inc ORD 2.74
Idex ASA ORD 2.62

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2014
  • Share Class size43Mn
  • Base currencyGBP
  • ISIN GB00BQV15T74

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment5

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