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Old Mutual WoodFord Equity Income A GBP Acc

Ranked 107 out of 107 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.

Objective

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.

Performance

UK Equity Income over : 30/09/2016 - 30/09/2017
  • Rank 107/107 Total Return
  • Rank 99/107 Standard Deviation
  • Rank 101/107 Max Drawdown
Fund Name Currency Return
103 Old Mutual Newton UK Income A Inc USD

4.3%

104 Ardevora UK Income A USD

4.2%

105 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.6%

105 CF Woodford Equity Income A Sterling Acc USD

3.6%

107 Old Mutual WoodFord Equity Income A GBP Acc USD

3.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 7.9% -1.1%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/2014
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GB00BQV15T74

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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