Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Global markets have just endured a tumultuous eight months. From near double-digit inflation across the globe to further lockdowns in China and another war in Europe, investors have needed to grapple with numerous macro risks. In this note we review the performance of the investment trust space during the last 12 months compared with the performance of its open-ended equivalent. Specifically, we compare the AIC Global sector to the Investment Association Global sector, looking at how each group of global large-cap equity strategies has held up, and how the investment trust universe offers unique advantages over its open-ended equivalent.
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