Trust Issues

Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24

We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
Jo Groves
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Updated 14 Feb 2024
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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.

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Overview of multi-manager funds

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?

Spotlight on Alliance Trust (ATST)

06:14 An overview of the trust and its investable universe

08:47 How has Alliance Trust performed over the last few years, and what are the key drivers behind this?

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?

We are delighted to welcome Stuart Gray, co-manager of Alliance Trust, to the stage for our webinar on 23 February at 12pm. Viewers can submit questions in advance of the event by emailing [email protected] or during the event itself.

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Alliance Trust 24 September 2024

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About the Author

Jo Groves
[email protected]
Jo is an investment specialist for Kepler Trust Intelligence. Prior to joining Kepler Partners, she worked as an investment writer at Forbes Advisor and The Motley Fool. Jo started her career as an auditor at Arthur Andersen, before joining the corporate finance department at Close Brothers where she advised corporate and private equity clients on acquisitions, disposals and other strategic issues. Jo has a BSc in Geography from Durham University and is a Chartered Accountant (ACA).

Disclaimer

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