Strong stockpicking key to European outperformance

Bullish stance on industrials and financial avoidance defines top vehicles in Europe ex-UK sector, exemplified by Burnett's top-performing Neptune fund

Strong stockpicking allied with a bullish stance on industrials and avoiding financials are defining aspects of the top funds in the European ex-UK sector since 2005. Over three years to 20 June, the top fund was Neptune European Opportunities headed up by Rob Burnett. Second top was Resolution Argonaut European Alpha Focus managed by Barry Norris, who previously ran the Neptune offering. JPMorgan's Europe Dynamic ex UK run by Jon Ingram and John Baker was ranked third, followed by Standard Life Investments European Equity Growth and SVM Continental Europe. Key calls Burnett's £40...