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You are here: Manager factsheet

Neil Woodford

FE Alpha Manager
St. Jamess Place UT Group Ltd, Woodford Investment Management, Woodford Investment Management, Omnis Investments Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has underperformed 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
Neil began his career with the Dominion Insurance Company having graduated with a degree in Economics and Agricultural Economics from the University of Exeter in 1981. He pursued postgraduate studies in Finance at the London Business School during the mid-1980s before joining Eagle Star as a fund manager in 1987. In 1988, Neil moved to Henley-based fund manager Perpetual (now Invesco Perpetual), where he forged a formidable reputation running two of the UK’s biggest and most successful retail funds – Invesco Perpetual Income and Invesco Perpetual High Income. In April 2014, Neil left Invesco Perpetual to set up Woodford Investment Management LLP, where he is Head of Investment. He is the lead fund manager on the firm’s flagship retail fund the £8.54bn CF Woodford Equity Income fund, which raised a record £1.6bn during a two-and-a-half week launch offer period in June 2014. He also manages Woodford Patient Capital Trust, the £800m investment trust launched in April 2015 that invests predominantly in early-stage and early-growth businesses. Neil was appointed Commander of the Order of the British Empire (CBE) for services to the economy in the 2013 Queen’s Birthday Honours.
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
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 3.6 -5.3 7.6 7.3 22.2 10.1 5.5 13.9 17.0 -19.3
Peer Group Composite 13.0 6.3 9.1 2.9 22.2 14.2 -3.7 14.8 25.5 -27.9
Over / Under -9.4 -11.6 -1.5 4.4 0.0 -4.1 9.2 -0.9 -8.5 8.6
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
2 years
out of a possible 8
Falling markets
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
LF Woodford Equity Income Lead manager UT UK Equity Income since Jun 02 2014 to present
Woodford Patient Capital Trust PLC Lead manager IT UK All Companies since Apr 21 2015 to present
Omnis Income & Growth Lead manager UT UK Equity Income since Feb 29 2016 to present
LF Woodford Income Focus Lead manager UT Specialist since Mar 20 2017 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
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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