In this episode of Trust Issues, we speak to Nicholas Todd, one of our Kepler Trust Intelligence analysts, about investing in multi-manager funds and what Alliance Trust (ATST) offers investors looking for a core global equity holding.
00:00 Introduction and risk warnings
01:08 What are multi-manager funds?
03:16 How have multi-manager funds performed?
04:19 What type of investor might want to consider adding a multi-manager fund to their portfolio?
06:14 An overview of Alliance Trust trust and its investable universe
08:47 How has Alliance Trust performed over the last few years, and what are the key drivers?
11:21 How does Alliance Trust’s portfolio differ from its peers?
12:37 What are some of the current style exposures within the portfolio?
16:35 Does Alliance Trust hold a position in any of the ‘magnificent seven’?
18:43 Overview of Alliance Trust’s Japanese allocation
21:00 What approach does Alliance Trust take to manage risk for investors?
27:53 What is the outlook for multi-manager funds over the next year?
Visit the ATST website - https://www.alliancetrust.co.uk/
Read our latest research on ATST - https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-alliance-trust-retail-oct-2023
Intro music by State Azure, used with permission
This is a non-independent marketing communication commissioned by Willis Towers Watson. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
