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You are here: Manager factsheet

Neil Woodford

FE Alpha Manager
St. Jamess Place UT Group Ltd, Woodford Investment Management
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Neil graduated from Exeter University with a degree in Economics in 1981 and started working in the City at Dominion Insurance later that year. He joined Reed Pension Fund as a trainee equity analyst in 1983 and, after a spell in a corporate finance role for TSB, started managing money at Eagle Star in 1987. The following year, Neil joined the UK equities team at Perpetual in Henley-on-Thames, where he spent the next 26 years of his career crafting his distinctive investment approach and developing a reputation as one of the most highly respected and trusted fund managers in the industry. Neil was awarded the CBE in 2013 for services to the 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 11.4 17.4 16.2 3.9 14.5 8.7 -16.0 10.0 21.7 25.5
Peer Group Composite 6.0 18.7 15.6 -3.1 11.9 9.6 -20.7 8.6 12.0 20.5
Over / Under 5.4 -1.3 0.6 7.0 2.6 -0.9 4.7 1.4 9.7 5.0
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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 All Companies since Oct 01 2001 to present
CF Woodford Equity Income Lead manager UT UK Equity Income since Jun 02 2014 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
SJP Strategic Managed since Apr 06 2010 to Apr 27 2014