More than four years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Since the overhaul in April 2017, it has matched its peers and beaten its benchmark. In particular, over the past 14 months, which have been clouded by the uncertainty created by the coronavirus pandemic, its strategy has outperformed. The manager, Willis Towers Watson, reiterates the importance of diversification to the trust, and this is what has helped the trust turn around losses made when the virus seriously hit markets in March 2020, and continue to thrive when investors’ attention turned to value stocks last November.
04 Aug 2021
The fruits of diversification
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The fruits of diversification
Alliance Trust PLC (ATST:LON) | 1,200 -96 (-0.7%) | Mkt Cap: 3,408m
- Published:
04 Aug 2021 -
Author:
James Carthew | Matthew Read | Jayna Rana -
Pages:
18
More than four years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Since the overhaul in April 2017, it has matched its peers and beaten its benchmark. In particular, over the past 14 months, which have been clouded by the uncertainty created by the coronavirus pandemic, its strategy has outperformed. The manager, Willis Towers Watson, reiterates the importance of diversification to the trust, and this is what has helped the trust turn around losses made when the virus seriously hit markets in March 2020, and continue to thrive when investors’ attention turned to value stocks last November.