Woodford's Top 10 Stocks, and Two New Purchases

Neil Woodford has unveiled his new portfolio's top ten holdings, and exclusively told Morningstar of two stocks he's invested in for the first time in 15 years

Holly Cook 7 July, 2014 | 12:22AM

Neil Woodford’s new fund portfolio closely replicates his former holdings at Invesco Perpetual but there are also some new names on the list.

Woodford Funds today announced the top ten holdings in the Woodford Equity Income Fund, and confirmed full portfolio holdings data will be released on a monthly basis. To investors of Woodford’s former funds at Invesco Perpetual, there are many familiar names on the new list, topped by pharmaceuticals giants AstraZeneca (AZN) and GlaxoSmithKline (GSK), both of which were core holdings of the funds now managed by Mark Barnett at Invesco.

Woodford had previously promised investors that the new fund’s portfolio will feature many of the names he has held over the last 25 years at Invesco. Indeed, only two of those announced today did not previously appear in the top ten at either Invesco Perpetual Income or Invesco Perpetual High Income: Imperial Innovations (IVO) and Rolls-Royce (RR.).

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AA PLC15.00 GBP0.00
AstraZeneca PLC7,144.00 GBP0.00
British American Tobacco PLC2,940.00 GBP0.00
BT Group PLC111.30 GBP0.00
Capita PLC24.13 GBP0.00
Edinburgh Investment Ord429.80 GBP5.09
GlaxoSmithKline PLC1,489.40 GBP0.00
Imperial Brands PLC1,563.50 GBP0.00
Invesco High Income UK Inc279.57 GBP5.81
Invesco Income UK Inc1,063.84 GBP5.77
LF Woodford Equity Income A Sterling Acc14.81 GBP-0.27
Next PLC3,390.00 GBP0.00
Roche Holding AG  
Rolls-Royce Holdings PLC251.60 GBP0.00

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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