Alliance Trust PLC (ID56)


Alliance Trust PLC

About Us

Success in investment means having the conviction to seek out the best opportunities. Alliance Trust PLC is an investment trust providing investors with a unique global equity portfolio at a competitive cost. We offer you the opportunity to invest in a portfolio managed by eight of the world’s leading global equity managers, each responsible for choosing only their best investment ideas.

 Alliance Trust’s objective is to be a core investment for investors seeking increasing value over the long term. The equity portfolio’s target is to outperform the MSCI All Country World Index by 2% per year after costs over rolling three-year periods. We’re proud to have been awarded the Association of Investment Companies’ Dividend Hero award. This award is made to the small number of investment companies to have increased their dividends each year for 20 years or more. We’re proud to have increased our dividend every year for over 50 years.

Past performance is not a reliable indicator of future returns. Your capital is at risk.

  • Alliance Trust PLC

    Alliance Trust is an investment company with investment trust status. The Trust’s objective is to generate a real return for our shareholders over the medium to long term by a combination of capital growth and a rising dividend. The Trust has no fixed asset allocation benchmark, although it mainly invests in global equities, but can use a range of asset classes throughout the world to achieve its objective. The Trust aims to be a core holding for investors seeking to increase the value of their investments over the long term.

    6 Months



    1 Year



    5 Years



    Fund ManagerWillis Towers Watson
    NDY (£M)1.78
    Fund SectorGlobal

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Alliance Trust PLC9.6556.4584.15-6.60796.60Buy


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