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So, the initial pre frenzy launch is over, the launch of the New Neil Woodford Fund (CF Woodford Equity Income Fund) has come and.. well, keeps going it would seem, 2.2 billion and counting.
Neil issued the underlying holdings this week, all feature in the Invesco Perpetual High Income, except Imperial Innovations, the weighting and spread appear similar, but then what were we expecting? Having managed other people’s money since the eighties and having broadly the same research team as before I don’t believe anyone expected a different Woodford. It will be interesting to see the spread over the coming months between Mark Barnett and Neil, will the IP Fund mirror Woodford? I doubt it, Mark will want to make a name for himself and move from the shadow.
Initial research by Square Mile Research backs Woodford with a AAA rating, his experience and results are hard to argue.. as ever investing is about time in the market and I guess we now need to give Neil time.
|British American Tobacco||Consumer Goods||6.2%|
|Imperial Tobacco||Consumer Goods||5.3%|
|Reynolds American||Consumer Goods||3.6%|