Resources and downloads

Important Information

We want to make investing with us simple and straightforward for all of our clients.

Please select your investor type from the options below.

Alternatively you can register or log in to an existing account.

Please note that by making your selection here you are agreeing to the Woodford Investment Management Ltd Privacy Statement and to our Terms and Conditions.

Home > Resources and downloads

This section of our website contains useful documents and relevant forms for you to refer to and download as and when you need them. In our bid to be clear and transparent, we have included all communications that we rely on to talk about our business. We hope it proves to be a useful resource and answers any questions you may have.

We’re keen to ensure our resources are of interest and value to our existing and prospective clients and provide them with all the information they need to continually make informed decisions on whether to invest in / retain / redeem our funds based on what’s right for them. Please do get in touch and let us know what you think of our materials and if we could provide anything else that would help explain our funds more clearly.

Woodford Income Focus Fund
  Add to a combined download Add to a document order
Factsheet
Our most recent fund factsheet. Contains data on the CF Woodford Income Focus Fund including top 10 holdings, industry and geographic allocation and quarter-end performance.
KIID (A Income share class)
KEY INVESTOR INFORMATION. This document provides you with Key Investor Information about the fund’s “A Income” share class.
-
KIID (A Accumulation share class)
KEY INVESTOR INFORMATION. This document provides you with Key Investor Information about the fund’s “A Accumulation” share class.
-
Flyer
The flyer is a succinct piece of literature about the fund for institutional, professional investors and prospective clients. This is also available as a printed document.
-
Prospectus
The Prospectus document provides extensive and detailed information about the fund – it is our intention that any questions a client has will be answered here.
-
Application form
This Application Form is for those wishing to make a direct investment into the funds. The document includes additional investor information.
Woodford Equity Income Fund
  Add to a combined download Add to a document order
Interim report (short form)
The Interim Short Report for the CF Woodford Equity Income Fund for the period from 1 January 2016 to 30 June 2016.
-
Annual Report (short form)
The Annual Short Report for the CF Woodford Equity Income Fund for the year ending 31 December 2016.
-
Factsheet
Our most recent fund factsheet. Contains data on the CF Woodford Equity Income Fund including top 10 holdings, industry and geographic allocation and quarter-end performance.
Flyer
The fund flyer is a succinct piece of literature about the fund for institutional, professional investors and prospective clients. This is also available as a printed document.
-
Prospectus
The Prospectus document provides extensive and detailed information about the fund – it is our intention that any questions a client has will be answered here.
KIID (A Income share class)
KEY INVESTOR INFORMATION. This document provides you with Key Investor Information about the fund’s “A Income” share class.
KIID (A Accumulation share class)
KEY INVESTOR INFORMATION. This document provides you with Key Investor Information about the fund’s “A Accumulation” share class.
Application form
This Application Form is for those wishing to make a direct investment into the funds. The document includes additional investor information.
Annual Report (Offshore Feeder Fund)
The Annual Report for the CF Woodford Equity Income Feeder Fund for the year ending 31 December 2016.
-
Prospectus (Offshore Feeder Fund)
The Prospectus document provides extensive and detailed information about the CF Woodford Equity Income Feeder Fund – it is our intention that any questions a client has will be answered here.
-
Woodford Patient Capital Trust
  Add to a combined download Add to a document order
Factsheet
Our most recent trust factsheet. Contains data on Woodford Patient Capital Trust plc including top 10 holdings, industry and geographic allocation.
-
Half yearly report and accounts
Woodford Patient Capital Trust plc half yearly report and accounts. Dated 30 June 2016.
-
Annual report and accounts
Woodford Patient Capital Trust plc annual report and accounts. Dated 31 December 2016.
-
Prospectus
The Prospectus document provides extensive and detailed information about the Trust – it is our intention that any questions a client has will be answered here.
-

Please complete the following form so we can send you your documents

Please indicate required quantities

Woodford Income Focus Fund: Factsheet

Woodford Equity Income Fund: Factsheet

Woodford Equity Income Fund: Prospectus

Woodford Equity Income Fund: KIID (A Income share class)

Woodford Equity Income Fund: KIID (A Accumulation share class)

Woodford Equity Income Fund: Application form

Woodford Income Focus Fund: Application form

Please download your requested document(s)

Download

Please select some documents to order or download

By using this website you are automatically agreeing to the Woodford Investment Management Ltd privacy statement