Investor Views: “Should I Sell Woodford Equity Income?”

Private investor Laura Fenn is disappointed with the returns on this fund compared to other holdings in her portfolio

Emma Simon 28 June, 2018 | 9:02AM

weathering the storm of stock market and portfolio losses Woodford manager equities

Laura Fenn is currently reviewing her children’s Junior ISA portfolios, after some disappointing returns.

Fenn, who works in internal communications, opened the accounts three years ago. “I had a Child Trust Fund for my eldest child, who is now 12. But my younger son missed out on CTFs, as the scheme had already been closed.”

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fundsmith Equity I Acc5.14 GBP0.55
HSBC American Index C Acc6.84 GBP0.85
LF Woodford Equity Income C Sterling Acc12.54 GBP-0.24
Polar Capital Global Tech I Inc68.77 USD0.42
Vanguard Emerg Mkts Stk Idx GBP Acc238.37 GBP1.04

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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