Investing

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.

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We aim to offer all of our clients what we regard as a world-class investment proposition at a price that is transparent and represents exceptional value.

One of the ways in which we are able to keep our fees low is by encouraging investors to use fund platforms and financial advisers that have well-developed systems for investment transactions. You’ll find full details below of the different ways to invest in our funds.

Our pricing structure is clean and clear. Please follow the links for full details of fees for the CF Woodford Income Focus Fund, the CF Woodford Equity Income Fund and the Woodford Patient Capital Trust.

3 easy ways to invest

A range of platforms

Fund platforms offer an increasingly popular and simple way of accessing and managing your investments. They allow you to buy and sell investments simply online (sometimes at a discounted rate) and hold funds from a variety of fund managers in one place. We have linked up with a number of platforms to offer the new CF Woodford Income Focus Fund, the CF Woodford Equity Income Fund and the Woodford Patient Capital Trust plc. Please browse the list and select your preferred platform.

Browse platforms

A financial adviser

If you would like professional financial advice, there is an industry of qualified and experienced financial advisers who will be able to assess your needs and advise whether our funds are an appropriate investment choice for you.

Find your nearest IFA

Execution-only brokers

Execution-only brokers offer a simple and cost-effective way of investing without advice. Those that have notified us of their intention to offer our funds are listed here:

View execution-only brokers

If you are not tempted by the lower fees available through platforms and intermediaries, it is possible to invest direct with us in the CF Woodford Equity Income Fund and the CF Woodford Income Focus Fund. We have set a high minimum investment of £150,000 because making the fund available directly would require us to create an additional infrastructure that would not only result in an unwelcome increase in our fees but also a dilution of our attention from what we do best – managing our investors’ money.

Download or order the forms required to invest directly.

Please note that it is not possible to invest direct with us in the Woodford Patient Capital Trust.

To start or continue a conversation with Woodford Investment Management, please contact a member of our sales team.

If you’re ready to invest, we have linked up with a number of fund platforms that offer the new CF Woodford Income Focus Fund, the CF Woodford Equity Income Fund and the Woodford Patient Capital Trust. Please browse the list here to select your preferred platform. You can also download or order the relevant documents in our resources area.

Our pricing structure is clean and clear. Please follow the links for full details of fees for the CF Woodford Income Focus Fund, the CF Woodford Equity Income Fund and the Woodford Patient Capital Trust.

To start or continue a conversation with Woodford Investment Management, please contact a member of our sales team.

If you’re ready to invest, we have linked up with a number of fund platforms that offer the new CF Woodford Income Focus Fund, the CF Woodford Equity Income Fund and the Woodford Patient Capital Trust. Please browse the list here to select your preferred platform. You can also download or order the relevant documents in our resources area.

Our pricing structure is clean and clear. Please follow the links for full details of fees for the CF Woodford Income Focus Fund, the CF Woodford Equity Income Fund and the Woodford Patient Capital Trust.

Investing in the Woodford Equity Income Feeder Fund

To start the subscription process, please complete the application form.

The completed application form should then be submitted by fax to +353 (1) 531 8537 or by post to
Northern Trust TA Department, 3rd Floor Georges Court, 54-62 Townsend Street, Dublin 2, Ireland.

The original fully completed application form and supporting AML documents must be sent by post to:
Northern Trust TA Department, 3rd Floor Georges Court, 54-62 Townsend Street, Dublin 2, Ireland.

Please note:

  • All completed subscription deal instructions can be sent by fax to +353 (1) 531 8537.
  • The cut off time for receipt of deal instructions is 09:00 (Irish time).
  • The currency cut off for receipt of subscription proceeds is:
    • GBP: 14:00 GMT
    • EUR: 14:00 GMT
    • USD: 17:00 GMT
  • Northern Trust can accept new application forms for set up without a subscription amount included.

In the event of any problems or queries, please contact our offshore investor services team:

Telephone: +44 (0) 333 300 0381
Facsimile: +353 1 531 8537
Email: offshore@woodfordfunds.com

What are the risks?

  • The value of investments and any income from them 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 annual management charge applicable to the funds is charged to capital, so the income of the funds may be higher but capital growth may be restricted or capital may be eroded
  • The funds may invest in other transferable securities, money market instruments, warrants, collective investment schemes and deposits
  • The funds may invest in overseas securities and be exposed to currencies other than pound sterling.
  • The CF Woodford Income Focus 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 CF Woodford Equity Income Fund may invest in unquoted securities, which may be less liquid and more difficult to realise than publicly traded securities

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.

You should note that capital is at risk with these investments and you may get back less than you invested. The value of the fund or trust as well as any income paid will fluctuate which may partly be the result of exchange rate changes.

The price of shares in the Woodford Patient Capital Trust is determined by market supply and demand, and this may be different to the net asset value of the trust.

The Woodford Patient Capital Trust currently intends to conduct its affairs so that its securities can be recommended by IFAs to ordinary retail investors in accordance with the FCA’s rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The securities are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares in an investment trust.

Young businesses have a different risk profile to mature blue-chip companies – risks are much more stock-specific, which implies a lower correlation with equity markets and the wider economy. Long-term outcomes are more binary – extremely attractive rewards for success but some businesses will inevitably fail to fulfil their potential and this may expose Woodford Patient Capital Trust investors to the risk of capital losses. As it can take years for young businesses to fulfil their potential, this investment requires patience.

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 40 Dukes Place, London EC3A 7NH.

The Woodford Funds (Ireland) ICAV (the “Fund”) has appointed as Swiss Representative Oligo Swiss Fund Services SA, Av. Villamont 17, 1005 Lausanne, Switzerland, Tel: +41 21 311 17 77, email: info@oligofunds.ch. The Fund’s Swiss paying agent is Neue Helvetische Bank AG. All fund documentation including, Prospectus, Key Investor Information Documents, Instrument of Incorporation and financial reports may be obtained free of charge from the Swiss Representative in Lausanne. The place of performance and jurisdiction for all shares distributed in or from Switzerland is at the registered office of the Swiss Representative. Fund prices can be found at www.fundinfo.com.

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