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.£2472.1m
Last close691.00p
High / Low (52 weeks)701.5p / 485.4p
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 CEO Garrett-Cox to Leave, Board Promises Continuity

Tue, 16 Feb 2016 15:37:06 GMT

Fund in Focus: Alliance Trust

Mon, 09 Jan 2017 07:45:12 GMT

Liontrust assets to swell by £2.3bn after buying Alliance Trust Investments

Thu, 15 Dec 2016 09:00:00 GMT

RIT Capital Partners makes bid approach to Alliance Trust

Tue, 31 May 2016 07:44:40 GMT

Small shareholders are key to the fate of embattled Alliance Trust

Sun, 22 Mar 2015 18:39:01 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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