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Lessons from the coronavirus: keep things simple when it comes to investment

With two major shocks hitting global markets so far in 2020, the case for a straightforward approach to investment has been thrown into relief...
Kepler Trust Intelligence
Last update 11 March 2020

Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by Alliance Trust. 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.

There are a multitude of investment products now on the market. From index funds, offering returns that simply track the market at limited cost, to region-specific funds, which look to profit from predicting the direction of evolving economies, investors are faced with an almost limitless choice.

But, for investors seeking to achieve long-term active returns from their investment portfolios, the multiplicity of funds can be confusing and a barrier to investment. Each of the world’s markets and asset classes has very different risk profiles from the other – meaning that the context in which they are most likely to experience losses varies greatly. Balancing these risks across a portfolio overall can require a significant degree of investment knowledge and also requires investors to keep a watchful eye on their portfolios.

Here, we discuss how trusts like Alliance Trust achieve this on behalf of investors. 

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.