"You wouldn't dream of sending out a [football] team with 11 strikers and... you'd be reckless to base your investment portfolio just on emerging-market funds," Adrian Lowcock of Bestinvest tells The Daily Telegraph. "It's also wise to have a blend of fund types so you can cope with varying conditions." The JO Hambro UK Opportunities Fund looks to be a solid midfield anchor.
The £898m fund, which aims for long-term capital appreciation investing in UK equities, is up 22% over five years. By comparison the FTSE All Share is down 3%. It's also up 51% and 2.2% over three and one years respectively, against the sector's 41% rise and 7.6% fall. That puts it in the top quartile over all three periods.
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JO Hambro UK Opportunitiestop ten holdings
| GlaxoSmithKline | 4.4% |
| Unilever | 3.6% |
| Compass Group | 3.6% |
| Next | 3.5% |
| British American Tobacco | 3.5% |
| Reed Elsevier | 3.5% |
| Reckitt Benckisser Group | 3.5% |
| Imperial Tobacco Group | 3.4% |
| Sage Group | 3.4% |
| BP | 3.4% |
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