Jeff Taylor’s Invesco Perpetual European Equity

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McDonald says: “Until recently, this fund was probably the only fund with large position in European banks or Spain and Italy as indices in general. This fund has done incredibly well in the past year.”

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Invesco Perpetual European Equity’s top 10 holdings %
NOVARTIS AG 6.52
ING GROEP N.V. 5.51
ROCHE HLDG AG 5.31
REPSOL SA 3.71
ATLANTIA SPA 3.63
AGEAS NV 3.40
DEUTSCHE BOERSE AG 2.82
PUBLICIS GROUPE SA 2.79
UPM-KYMMENE OYJ 2.75
REED ELSEVIER 2.75