LF Woodford Equity Income Fund C Sterling Accumulation

Name
LF Woodford Equity Income Fund C Sterling Accumulation
Manager
Woodford Investment Management LLP (Link)
Type
Open Ended Investment Company
ISIN
GB00BLRZQ737
Sector
UK All Companies
Launched
02/06/2014
OCF
0.75 %
Risk Rating
3
3 Year Sharpe
-0.16
3 Year Alpha
-8.12
Yield
4 %
Benchmark
FTSE AllSh TR GBP
The aim of this Fund is to provide a reasonable level of income together with capital growth. This will be achieved by investing primarily in UK listed companies. The Fund may also invest in unlisted companies and overseas entities. The Fund may also invest in other transferable securities, money market instruments, warrants, collective investment schemes and deposits, with the aim of maximising returns on a relatively lower risk basis. The Investment Manager may also make use of derivatives for investment purposes (gaining both long and short exposure to the underlying assets) and for efficient portfolio management. It is not anticipated that such use of derivatives will have significant adverse effect on the risk profile of this Fund.
Holding %
Imperial Brands PLC 7.06 %
Barratt Developments PLC 6.35 %
Burford Capital Ltd 5.78 %
Provident Financial PLC 4.87 %
Theravance Biopharma Inc 4.20 %
Benevolent Ai Link Weif A 4.14 %
Autolus Therapeutics PLC ADR 3.21 %
IP Group PLC 3.19 %
NewRiver REIT PLC 2.71 %
Countryside Properties PLC 2.40 %
Region %
United Kingdom 86.86 %
United States 8.66 %
Sector %
Healthcare 22.35 %
Financial Services 21.96 %
Consumer Cyclical 17.76 %
Industrials 14.85 %
Consumer Defensive 9.95 %
Real Estate 9.88 %
Name
Woodford Investment Management LLP (Link)
Address
United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Neil Woodford
Joined 06/02/2014

Neil Woodford began his career at Dominion Insurance in 1981 and then worked in the corporate finance departments of Reed International and TSB before focusing on fund management at Eagle Star in 1987. Following a brief stint there, Woodford joined Perpetual in 1988 and rose to head of investment at the firm. He ran the IP Income fund from 1990 and also took charge of the IP High Income at launch in 1988. He was appointed a Commander of the Order of the British Empire (CBE) in 2013 for services to the economy. Woodford announced he was leaving Invesco Perpetual in October 2013 to set up his own fund management business. He joined Woodford Investment Management on 1 May 2014.

Data provided by Morningstar.

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