LF Woodford Equity Income Fund C Sterling Income

LF Woodford Equity Income Fund C Sterling Income
Woodford Investment Management LLP (Link)
Open Ended Investment Company
Not Categorised
0.75 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.9 %
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 %
Barratt Developments PLC 7.51 %
Burford Capital Ltd 5.97 %
Taylor Wimpey PLC 5.33 %
Provident Financial PLC 4.80 %
Theravance Biopharma Inc 4.77 %
Benevolent Ai Link Weif A 4.48 %
IP Group PLC 3.30 %
Autolus Therapeutics PLC ADR 3.18 %
Countryside Properties PLC 3.16 %
Oxford Nanopore Tech Ord 2.58 %
Region %
United Kingdom 85.76 %
United States 11.29 %
Sector %
Consumer Cyclical 26.51 %
Healthcare 23.61 %
Financial Services 22.36 %
Industrials 11.28 %
Real Estate 9.21 %
Woodford Investment Management LLP (Link)
United Kingdom
Legal Structure
Open Ended Investment Company


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.

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