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Research >
Pandemic immunity

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  • 17 Aug 2021

Pandemic immunity


F&C Investment Trust PLC GBP (FCIT:LON), 808 | Alliance Trust PLC (ATST:LON), 920 | Witan Investment Trust PLC (WTAN:LON), 207 | Martin Currie Global Portfolio Trust PLC GBP (MNP:LON), 296 | Keystone Positive Change Investment Trust plc GBP (KPC:LON), 204 | AVI Global Trust PLC GBP (AGT:LON), 187 | Mid Wynd International Investment Trust PLC (MWY:LON), 723

  • Kepler | Trust Intelligence
    • David Johnson

    • 7 pages

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Since the start of 2020 global equity markets have been on a pandemic-driven roller-coaster ride, with many phases of an economic cycle condensed into the last 19 months. Yet thanks to the effective roll-out of vaccines we are beginning to see the light at the end of the tunnel. As equity markets show signs of normalisation we take the opportunity to review the AIC’s Global sector, examining how its constituents performed over the four major periods of the pandemic and identifying which trusts, if any, were able to consistently outperform the MSCI All Cap World Index, our proxy for global equity markets.

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Pandemic immunity


F&C Investment Trust PLC GBP (FCIT:LON), 808 | Alliance Trust PLC (ATST:LON), 920 | Witan Investment Trust PLC (WTAN:LON), 207 | Martin Currie Global Portfolio Trust PLC GBP (MNP:LON), 296 | Keystone Positive Change Investment Trust plc GBP (KPC:LON), 204 | AVI Global Trust PLC GBP (AGT:LON), 187 | Mid Wynd International Investment Trust PLC (MWY:LON), 723

  • Published: 17 Aug 2021
  • Author: David Johnson
  • Pages: 7
  • Kepler | Trust Intelligence


Since the start of 2020 global equity markets have been on a pandemic-driven roller-coaster ride, with many phases of an economic cycle condensed into the last 19 months. Yet thanks to the effective roll-out of vaccines we are beginning to see the light at the end of the tunnel. As equity markets show signs of normalisation we take the opportunity to review the AIC’s Global sector, examining how its constituents performed over the four major periods of the pandemic and identifying which trusts, if any, were able to consistently outperform the MSCI All Cap World Index, our proxy for global equity markets.

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