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You are here: Manager factsheet

Neil Woodford

FE Alpha Manager
St. Jamess Place UT Group Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Based in Henley-on-Thames, Neil joined the company in 1988 as a fund manager within the UK Equities team and is now Invesco Perpetual’s Head of UK Equities. Neil has worked in both corporate finance and fund management, starting his investment career in 1981 with Dominion Insurance Company and subsequently joining Eagle Star as a fund manager in 1987. He holds a BA in Economics and Agricultural Economics from Exeter University. He also studied Finance at the London Business School. Neil was appointed Commander of the British Empire (CBE) in the 2013 Birthday Honours for services to the UK economy.
Total return for Neil Woodford
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Neil Woodford

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Neil Woodford 10.3 16.8 9.4 8.8 38.7 -19.2 -8.9 17.6 25.7 17.3
Peer Group Composite 11.9 16.5 2.5 9.2 44.9 -28.4 -10.3 9.0 22.4 13.9
Over / Under -1.6 0.3 6.9 -0.4 -6.2 9.2 1.4 8.6 3.3 3.4
Performance vs peer group composite: Neil Woodford
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP UK High Income Lead manager UT UK Equity Income since Oct 01 2001 to present
Funds managed previously
Fund Periods
Invesco Perpetual High Income since Feb 06 1988 to Mar 05 2014
Invesco Perpetual Income since Oct 01 1990 to Mar 05 2014
Invesco Perpetual Monthly Income Plus since Feb 06 1999 to Oct 14 2013
Invesco Perpetual Distribution since Jan 26 2004 to Oct 14 2013
Edinburgh Investment Tst plc since Sep 15 2008 to Jan 27 2014
 
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