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You are here: Manager factsheet

Neil Woodford

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Manager profile
Neil Woodford has more than thirty years’ experience in the UK fund management industry, over which time he has delivered outstanding long-term performance to his investors. Neil was appointed a Commander of the Order of the British Empire (CBE) in 2013 for services to the economy and, in the same year, announced his intention to set up his own fund management business. Woodford Investment Management was established in 2014 and Neil is the fund manager of the LF Woodford Equity Income and Income Focus Funds and the Woodford Patient Capital Trust.
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 -18.1 -52.1 1.1 -65.5 -49.8 -2.5 -8.7 5.8 -3.3 10.4
Peer Group Composite 7.5 -0.1 10.5 32.1 -27.2 4.3 -1.7 10.0 -3.6 8.5
Over / Under -25.6 -52.0 -9.4 -97.6 -22.6 -6.8 -7.0 -4.2 0.3 1.9
Performance vs peer group composite: Neil Woodford
How a manager matches up against their peers gives you some idea of how talented they are. 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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
LF Equity Income Lead manager IA Unclassified since Jun 19 2014 to present
Funds managed previously
Fund Periods
Invesco UK Equity High Income (UK) since Feb 06 1988 to Mar 05 2014
Invesco UK Equity Income (UK) since Oct 01 1990 to Mar 05 2014
SJP UK Equity since Oct 01 2001 to Jun 05 2019
Invesco Monthly Income Plus (UK) since Feb 06 1999 to Oct 14 2013
Invesco Distribution (UK) since Jan 26 2004 to Oct 14 2013
Edinburgh Investment Tst plc since Sep 15 2008 to Jan 27 2014
Schroders Capital Global Innovation Trust PLC since Apr 20 2015 to Dec 12 2019
SJP Strategic Managed since Apr 06 2010 to Apr 27 2014
Omnis Income & Growth since Feb 29 2016 to Jul 07 2019
LF abrdn Income Focus since Mar 20 2017 to Dec 30 2019
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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