Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Reporting on markets typically just focusses on overall returns of key indices or peer group averages, but we decided to look under the hood to see how the dispersion of returns between individual stocks has driven the spread in outcomes within trust sectors. In the note below, we also assess if there are any AIC sectors that have persistently high or low dispersion over time. We think an understanding of the range of potential relative outcomes for trusts (for better or worse) can help guide investors to the sorts of strategies that may suit their preferences.
Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.
Continue
