Report
James Carthew ...
  • Matthew Read
  • Richard Williams

Alliance Trust - Stability in troubled waters

More than five years after it refocused its global equity portfolio, Alliance Trust (ATST) believes that it has proven the merits of blending different expertise across different investment styles. Its manager, Willis Towers Watson, feels that it has been able to demonstrate the benefits of its balanced, multi-manager strategy. The performance figures on page 11 of this note might suggest that, by eschewing style bets in favour of a focus on stock picking, ATST has been able to provide handy outperformance of the majority of its peers over 2022.

ATST has also implemented a new dividend policy, which has substantially enhanced its pay-outs. The trust now has a 2.4% yield, and the board aims to extend its 55-year track record of increasing the dividend every year.
Underlying
Alliance Trust PLC

Alliance Trust is an investment trust company. Co. invests in global equities. Co. also has investments in Alliance Trust Savings and non-core investment, including mineral rights, private equity and Liontrust Funds and Investments. Co. has appointed Willis Towers Watson as its investment manager to manage its portfolio.

Provider
QuotedData Retail
QuotedData Retail

​QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments. 

Analysts
James Carthew

Matthew Read

Richard Williams

Other Reports on these Companies
Other Reports from QuotedData Retail

ResearchPool Subscriptions

Get the most out of your insights

Get in touch