The CF Woodford Equity Income Fund

CF Woodford Equity Income Fund

Off to a solid start

In 2014 Neil Woodford got his business off to a flying start by raising a record �1.6 billion for his new fund during the offer period.

Previously, Neil managed the Invesco Perpetual High Income fund for over 25 years achieving outstanding returns for investors. The scale of his success is such that by the time he left Invesco Perpetual, savers had entrusted him with �33bn.

His track record for �making the right call� is well documented. He famously shunned technology stocks at the height of their popularity � we all know what followed next. He also sold bank stocks well before they crashed around the time of the credit crunch. These are just two examples of Neil following his conviction rather than the herd. He has always been a long-term investor who doesn�t believe in short-term risks.

Here are three good reasons why you might want to buy into this fund right now.

  • It�s run by one of the finest investors of our generation who has a vested interest in maximising returns.
  • The charges are low. There�s no initial charge and just 1.17% to pay annually through us � all in. Most actively managed funds still charge in excess of 1.5% per annum.
  • You can now shelter up to �20,000 this tax year into an ISA for tax-free returns. That�s a tidy amount by any standards to keep away from the grasp of the taxman.

Charges for the new CF Woodford Equity Income Fund

"A world class investment proposition at a price that is fair, transparent and represents exceptional value"

Initial Fee

Woodford
0%
Cofunds
0%
Elson Associates
0%
Total initial fee
0%

Annual Fee

Woodford annual fund management fee
0.75%
Cofunds annual service fee
0.23%*
Elson Associates annual service fee
0.19%
Total annual fee
1.17%

* for investments up to �250,000. Above this amount, reduced platform fees apply. Please contact us for further details.

A unique proposition

Fund name: CF Woodford Equity Income Fund
Fund manager: Neil Woodford
Investment objective: To provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. The fund may invest up to 20% in international companies.
Authorised corporate director: Capita Financial Managers Limited
Income objective: 10% higher than the FTSE All Share Index yield
Fund type: UCITS (UK)
Fund benchmark: FTSE All Share Index
IMA sector: UK Equity Income
Anticipated yield:* 4.0%
Fund currency GBP
Launch date: 2 June 2014
Launch price: �1.00
First day of trading: 19 June 2014
Trading frequency: Daily (midday pricing)
Income distributions: Quarterly (XD March, June, September, December)
Available in ISA?: Yes

* Based on 1.1x current FTSE All Share dividend yield as per IMA sector guidelines

Important documents to read

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CF Woodford Equity Income Fund Application pack


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Download CF Woodford Equity Income Fund Factsheet

CF Woodford Equity Income Factsheet