Investing in multi-manager funds with Alliance Trust

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? 

Intro music by State Azure, used with permission