Introducing the CF Woodford Income Focus Fund

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Craig Newman 24 February 2017 Est. reading: 5 min read

When we established Woodford Investment Management, we envisioned three investment funds for Neil to manage. The first, the CF Woodford Equity Income Fund was launched in June 2014, followed by the launch of the Woodford Patient Capital Trust in April 2015. The CF Woodford Income Focus Fund is the last fund that we intend to launch with Neil as the fund manager.

Watch our video below to hear Neil discussing why now is the ideal time to be launching this new fund, with an even keener focus on income.

Neil Woodford on what investors can expect from the CF Woodford Income Focus Fund

Please note that any references to total return in this video refer to the combined components of return from capital and income and are not intended to suggest positive returns, guaranteed or otherwise, over any specified periods. As always, don’t forget to look at the ‘What are the risks’ section at the bottom of the page.

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

  • The fund will aim to deliver an income of 5p per share per annum, with the prospect of modest, sustainable income growth over a five-year rolling period thereafter1
  • No geographical constraints – the fund will benefit from the flexibility to invest overseas when appropriate opportunities present themselves
  • Only investing in quoted assets – unlike our other two funds, the new fund will not offer exposure to unquoted securities

The CF Woodford Income Focus Fund will be available for investment from 20 March 2017, with the launch period closing at midday on 12 April 2017.

Over the next few weeks, we’d like you to help us shape our communications about the fund, so that we address the things that really matter to you. Please feel free to ask us any questions below and we’ll make sure we do our best to answer them.

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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