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
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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
AstraZeneca PLC8,739.00 GBP0.00Rating
British American Tobacco PLC2,580.00 GBP0.00Rating
BT Group PLC137.00 GBP0.00Rating
Capita PLC48.52 GBP0.00
Edinburgh Investment Ord616.00 GBP-0.16Rating
GlaxoSmithKline PLC1,407.20 GBP0.00Rating
Imperial Brands PLC1,558.00 GBP0.00Rating
Invesco UK Eq High Inc UK Inc324.03 GBP0.15Rating
Invesco UK Equity Inc UK Inc1,294.28 GBP0.19Rating
LF Equity Income A Sterling Acc3.40 GBP0.00
Next PLC7,980.00 GBX-1.09
Rolls-Royce Holdings PLC138.28 GBX-0.83Rating

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites