With the Diamond Jubilee and the Olympics fixing the limelight firmly on London this year, backing British companies seems patriotic. However, with the recession battering many British-based firms, achieving decent returns can be tough. So the "star performance" of the Liontrust Special Situations Fund looks all the more impressive, says Katie Morley in the Investors Chronicle.
The fund has returned 30% over one year and 81.9% over three. But the best could be yet to come. If you want to "cash in on recent weakness in the stockmarkets, now is the time to invest", notes Morley. Managers Anthony Cross and Julian Fosh look for companies that should be "robust performers in a low-growth environment".
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Liontrust Special Situationstop ten holdings
| Diageo | 4.06% |
| GlaxoSmithKline | 3.97% |
| Unilever | 3.94% |
| Compass Group | 3.93% |
| BP | 3.90% |
| Royal Dutch Shell | 3.78% |
| AstraZeneca | 3.27% |
| BG Group | 3.14% |
| Reed Elsevier | 2.72% |
| Intertek | 2.71% |
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