AstraZeneca

Key to maintaining a balanced approach

Hurt by raft of share price falls

Reduced holding gradually over time

Firms seen double-digit falls

Largest daily share price fall

Previously warned on pharma dividends

AstraZeneca is top holding at 7.4%

What is worse: running a distribution warehouse in a sleepy part of the UK which is described as a Victorian workhouse, or bribing people to sell your products in two of the most important countries in the world?

Concerns over sector M&A

Mark Barnett has told Investment Week he is "concerned" over the fortunes of GlaxoSmithKline, a core holding in the Invesco Perpetual Income funds which he began running at the start of March 2014.