Neil Woodford | Fund manager factsheet | Invesco Perpetual Fund Mgrs

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FE Trustnet Fund managers

Manager factsheet

Neil Woodford
Invesco Perpetual Fund Mgrs, St. Jamess Place UT Group Ltd, Invesco Asset 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 tended to be similar in rising and falling markets.

Manager profile

Neil began his investment career at the Dominion Insurance Company in 1981, and has worked in both corporate finance and fund management. He became a fund manager with Eagle Star in 1987. Neil joined the Group in 1988 and is Head of UK Equities for Invesco Perpetual. Neil graduated in Economics and Agricultural Economics from Exeter University in 1981, and later studied finance at the London Business School.

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Neil Woodford is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 13.5 years

+9.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Neil Woodford	25.8	51.3	51.9	76.6	212.5
Peer Group Composite	26.8	41.6	35.2	42.3	118.6
Over / Under	-1.0	9.7	16.7	34.3	93.9

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

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Neil Woodford	25.8	-0.5	20.9	19.7	-15.5	-6.6	24.5	20.1	20.4	21.7
Peer Group Composite	26.8	-4.6	17.1	19.7	-20.3	-10.6	17.7	15.9	16.1	13.7
Over / Under	-1.0	4.1	3.8	0.0	4.8	4.0	6.8	4.2	4.3	8.0

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

Outperformed peer group composite

9 years

out of a possible 10

Overall markets

Underperformed peer group composite

1 year

out of a possible 10

Rising markets

Outperformed peer group composite

6 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Invesco Perp High Income	Lead manager	UT UK Equity Income	since Feb 06 1988 to present
Invesco Perp Income	Lead manager	UT UK Equity Income	since Oct 01 1990 to present
Invesco Perp Monthly Income Plus	Co-managed	UT Sterling Strategic Bond	since Feb 06 1999 to present
SJP UK High Income	Lead manager	UT UK Equity Income	since Oct 01 2001 to present
Invesco Perp Distribution	Co-managed	UT Mixed Investment 20%-60% Shares	since Jan 26 2004 to present
Edinburgh Investment Tst plc	Lead manager	IT UK Growth & Income	since Sep 15 2008 to present
SJP Strategic Managed	Lead manager	UT Mixed Investment 40%-85% Shares	since Apr 06 2010 to present

Funds managed previously

Fund	Periods

No previously managed funds

News & Research: Related articles

Sector

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Manager

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