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Special Situations Fund

This fund primarily invests in a mix of collective vehicles and direct equities, investing in both UK and overseas equities. The aim of the fund is to provide long-term capital growth. Volatility should be expected because of the type of investment, the foreign content and exchange rate fluctuations.

Policyholder funds that invest in this profile:

• Aegon Aggressive
• Aetna Special Opportunities
• Aetna Stag
• Continental Special Situations
• Gresham Recovery Trust
• Lifetime Managed Opportunity
• UK Life Takeover Bond
• Reassure UK Adventurous Managed
• Windsor Open Plan
• Windsor Special Situations