Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by Third Point Offshore Limited. 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.
As has been thrown into sharp relief over the last few months, one of the core benefits of investment trusts is the access they give individual investors to alternative, illiquid and unlisted assets – without compromising on the liquidity of their personal holding in the fund. These types of investment are more often the preserve of much larger, professional investors, but could provide individual investors with the same benefits if employed in a properly diversified portfolio.
One of the asset classes that falls into this category, but that is rarely discussed in conversations about the liquidity benefits of trusts, is tactical multi-asset investing. This kind of investing has long been used by institutional investors to achieve, hopefully, outsized returns from a very different approach to their typical equity manager.
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