Five alternative ways to play the UK recovery

The pace of the economic recovery in the UK has taken economists by surprise in the last year, prompting a number of upwards revisions for GDP growth.

Growth has been coming from a number of sectors, but how can investors access it? The traditional way has been through exposure to domestic-facing small- and mid-cap stocks, but they have rallied so far that many investors have been taking profits from this area of the market and reallocating elsewhere. Below, fund buyers propose five alternative funds to play the recovery. 1 SVG Capital This £1bn private equity investment trust is effectively a “fund of funds of private equity investments”, according to Richard Philbin, CIO at Harwood Multi Manager. The strategy is up 7.2% over...