LF Woodford Income Focus Fund

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An increased focus on a high level of regular and sustainable income

The third fund from Woodford Investment Management – launched in 2017 to meet demand from our investors for a fund offering a higher level of regular and sustainable income.

Here’s what we consider to be the investment highlights of this vehicle:

  • The fund aims to deliver an income of 5p per share per annum1
  • No geographical constraints – the fund benefits from the flexibility to invest overseas when appropriate opportunities present themselves
  • Only investing in quoted assets – unlike our other two funds, this fund does not offer exposure to unquoted securities

Who might this fund be suitable for?

  • A wide variety of UK adult investors able to invest a lump sum or make regular payments
  • Self-directed investors capable of evaluating the risks and merits of the fund
  • Advised investors with varied levels of interest, knowledge, confidence and experience
  • Investors looking for long-term investment growth and with a minimum investment horizon of 3-5 years (and comfortable that although the funds can be withdrawn at any time, ‘instant access’ could mean having to withdraw at a time which is not optimal from a market / fund performance perspective)
  • Investing for income or total return but clear that a high, sustainable level of income is a priority of the fund managers
  • Comfortable that the value of investments in the fund can go down as well as up, that capital may be at risk and that performance varies over time and returns are not guaranteed

Who is this fund not suitable for?

  • Any investor who does not have sufficient resources to bear any loss resulting from the investment
  • Investors who are not prepared to take any risk with their money or put their capital at risk
  • Self-directed investors who are not able to evaluate the risks and merits of the fund
  • Any investor looking for guaranteed income or total return
  • Investors who are not prepared to accept short-term volatility as there will be periods when the fund falls in value (it may be more volatile in the short term than other Woodford funds as a higher exposure to quoted securities means it will be more significantly impacted by general market volatility)
  • Investors who may be looking to withdraw their money in the shorter term (e.g. have an investment horizon of less than 3-5 years)

Footnotes

  1. Based on a launch price of 100p. Investors should be aware that the fund will not target a specific yield and there is no guarantee that any specific level of yield or income will be achieved over any given time period.

What are the risks?

  • The value of the fund and any income from it may go down as well as up, so you may get back less than you invested
  • Past performance cannot be relied upon as a guide to future performance
  • The ongoing charges figure is charged to capital, so the income of the fund may be higher but capital growth may be restricted or capital may be eroded
  • The fund will be invested in a concentrated portfolio of securities – the fund is not restricted by reference to any geographical region, sector or market capitalisation
  • The fund may invest in other transferable securities, money market instruments, warrants, collective investment schemes and deposits – some of these security types could increase the fund′s volatility and increase the level of indirect charges to which the fund is exposed
  • The fund may invest in overseas securities and be exposed to currencies other than pound sterling – as a result, exchange rate movements may cause the sterling value of investments to decrease or increase

Important information

Before investing, you should read the Key Investor Information Document (KIID) for the fund, and the Prospectus which, along with our terms and conditions, can be obtained from the downloads page or from our registered office. If you have a financial adviser, you should seek their advice before investing. Woodford Investment Management Ltd is not authorised to provide investment advice.

Woodford Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (firm reference number 745433). Incorporated in England and Wales, company number 10118169. Registered address 9400 Garsington Road, Oxford OX4 2HN.

Woodford Patient Capital Trust plc is incorporated in England and Wales, company number 09405653. Registered as an investment company under section 833 of the Companies Act 2006. Registered address Beaufort House, 51 New North Road, Exeter, EX4 4EP.

© 2019 Woodford Investment Management Ltd.
All rights reserved.

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