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Invesco Perpetual Monthly Income Plus
by Matthew Goodburn on Aug 28, 2012 at 00:01
Citywire Selection Verdict: Experienced bond managers Paul Read and Paul Causer have holdings in a mix of high yield, financial and corporate bonds. Half their picks are in bank bonds which can dent performance when risk appetite is low, but bounce back strongly in times of positive sentiment. There is an 80% allocation to bonds in the fund and the duo make their calls with the long term in mind, as they try to look through market volatility.
The remainder of the porfolio is run by Neil Woodford who looks after the equity portion. This gives exposure to solid blue chip equities such as pharmaceuticals giants GlaxoSmithKline and AstraZeneca and the fund yields around 5%.
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