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
