Alliance Trust European Equity Fund
The Alliance Trust European Equity Fund is co-managed by Fiona MacRae and Tommy Bryson. It aims to produce long-term total return from investment in a portfolio of companies in any economic sector in Europe, excluding the United Kingdom. The Fund's benchmark is the FTSE All World Developed Europe ex-UK Index (Total Return).
The Fund is managed with a long term investment horizon. A high conviction stock-picking approach is key to the Fund's long term returns. While Fiona and Tommy primarily follow a bottom-up investment process, there are times when themes and top-down issues are important and the portfolio will reflect these.
The team adopts a pragmatic approach and takes a balanced approach across economic and market cycles. Fiona and Tommy are supported by another dedicated European analyst and encourage a creative but disciplined approach to investing among the team.
Fund Manager Profiles
| Fiona MacRae |
Tommy Bryson |
 Fiona joined Alliance Trust in 2008, bringing to the company a rare wealth of experience of European markets and companies. Fiona has over 22 years' experience of investing in European companies. She was a member of the highly successful European team at Scottish Widows through the 1990s and joined Alliance Trust from Kempen Capital Management. |
 Tommy joined Alliance Trust in January 2008 from HSBC where he was a sell side analyst covering European Airport, Logistics and Transport stocks. Tommy started his career as an Associate at the Financial Services Authority in 2002 where he worked on authorisations for asset management companies and risk management for wholesale banks. Tommy graduated with an MA (honours) degree in Mediaeval History from the University of St. Andrews in 2001 and is a CFA Charterholder. |
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| Fund Manager Video |
Fund overview |
Tommy Bryson, Co-Manager, Alliance Trust European Equity Fund, gives an update on the Alliance Trust European Equity Fund. Video Transcript.
The Alliance Trust European Equity Fund was launched on 14 December 2009. All references to investment rationale and performance apply to the European investments held by Alliance Trust PLC.
Archive Videos
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Whilst care has been taken in compiling the content of this video, no representation or warranty, express or implied, is made by Alliance Trust Asset Management Limited as to its accuracy or completeness. Nothing said or covered in this video should be construed as being an invitation or inducement to engage in investment activity. No advice is given by Alliance Trust Asset Management Limited. For advice on investing, please consult an independent financial adviser. |
Concentrated portfolio of 25 to 35 holdings
High conviction stock picking approach
Long-term investment strategy: low turnover
Creative and disciplined strategy
Where can I buy?
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