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Invesco Perpetual High Income
Markets
on Jul 13, 2012 at 00:01
Citywire Selection Verdict: With an excellent long term performance track record, Neil Woodford’s defensive positioning has seen him reap rewards over the past two years which have kept him at the top of the sector. His recent conviction is in the healthcare sector with almost a third of his £12 billion fund invested in the sector and believes this will be the big story of the decade. Although his strategy of taking bets in unloved sectors means performance suffers over the short to medium term, he is yet to be proven wrong. This pick is for those who are patient and invest for the long term.
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