Alliance Trust (ATST)

Business description

ATST’s objective is to be a core investment for investors seeking increasing value over the long term through investing primarily in a portfolio of global equities with a strong sustainability focus. The MSCI AC World index was introduced as a formal performance benchmark in October 2015 but sector and geographic allocations remain unconstrained. The focus is to generate a real return for shareholders over the medium to long term by a combination of capital growth and a rising dividend.

Stock data

Market cap.£2545.5m
Last close724.50p
High / Low (52 weeks)727.5p / 566.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Alliance Trust plc - new investment approach now in place

Wed, 02 Aug 2017 15:45:00 GMT

Alliance Trust to sell investment management arm to Liontrust

Thu, 15 Dec 2016 10:48:20 GMT

Alliance Trust looks forward from a challenging few years

Tue, 28 Mar 2017 10:41:15 GMT

Alliance Trust to buy back shares owned by activist Elliott

Fri, 27 Jan 2017 11:27:05 GMT

Fund in Focus: Alliance Trust

Mon, 09 Jan 2017 07:45:12 GMT

Investment summary

Alliance Trust (ATST) is a global equity investment trust differentiated by its focus on sustainable businesses and long-term investment in subsidiaries. Significant changes announced in October 2015 give ATST a simpler organisational structure and clarify the investment proposition. Measures include focusing on the global equity portfolio, introducing the MSCI AC World index as a formal performance benchmark for the trust, appointing ATI as investment manager with a 0.35% fee and a target 0.45% ongoing charge, confirming the progressive dividend policy and committing to share buybacks to help maintain the discount below 10%.

Last updated on 17/12/2015

Key management

Company address

8 West Marketgait
Dundee
DD1 1QN
United Kingdom
01382 321000
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