10 Funds for a UK Recovery

Expectations of the strongest economic growth since the 1940s have pushed up UK equities and funds. But how can investors tap into that recovery?

James Gard 26 May, 2021 | 9:26AM
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Number 10

After a dismal 2020, UK funds are among the best performing this year as the vaccine rollout, economic re-opening and value rally all work in their favour. Can this continue, and how can investors position for a strong recovery in the UK economy? We look at some funds to tap into this growth - and one "back-up" fund for a more subdued growth scenario.

Funds for a UK Recovery

Of all the 44 open-ended funds rated Gold by Morningstar analysts, the top performers this year are UK focused: Jupiter UK Special Situations is up by 17% year to date, closely followed by Fidelity Special Situations and Schroder Recovery, which are both up around 16%. The same trend is evident in funds rated Silver by Morningstar analysts, where Artemis UK Smaller Companies is the best performer with a gain of nearly 22%.

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About Author

James Gard  is content editor for Morningstar.co.uk