What do Special Situations Funds Invest in?

Special situations funds aim to root out hidden gems - and based on performance this year, they're doing a decent job

James Gard 10 June, 2021 | 12:24AM
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UK special situations funds are among the best performers so far this year as the unloved value stocks they own have returned to favour.

Last year was a productive time for special situations fund managers to pick up bargains, particularly while UK oil and banking stocks were out of favour. Their long-term view appears to have paid off, and many of these funds have enjoyed the strong rebound in these sectors.

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James Gard  is content editor for Morningstar.co.uk

 

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