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Professional Investors
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Press Enquiries
Alliance Trust Savings: Change of Ownership
Please note that, as of 28 June, Alliance Trust Savings (ATS) is owned by Interactive Investor Limited. If you have any questions about the sale of ATS and what it means for you, please visit ATS’ website*. If you’d like to stay up to date with the Trust’s performance or any news, please sign up below.
Visit ATS website Sign up
By clicking on the 'Visit ATS website' link above, you will be taken to a third party website.

*The brand names ‘Alliance Trust Savings’, ‘ATS’, ‘AT Savings’ and the ‘Alliance Trust Savings’ logo which may appear on ATS’ website are owned by and used with the permission of Alliance Trust PLC, being the previous owner of ATS.

Diverse views, strongly held. A unique blend of high-conviction stocks in a well-diversified portfolio.

Alliance Trust caters for every generation. Our global equity investment trust aims to deliver attractive capital growth to help you meet your future financial goals, and provide rising income for today's spending needs. By blending the best ideas of nine world-class stock pickers,1 we invest with conviction to generate market-beating returns over the long term,2 while shielding you from the risks of relying on one fund manager. Alliance Trust, a strong core for any portfolio, whatever your stage in life.

More about Alliance Trust

Investor Forum July 2022

On Friday 15th July at 2pm, we will be hosting an online Investor Forum. This will include a presentation by Stuart Gray and Mark Davis, co-managers of the Alliance Trust global equity portfolio, and an opportunity for you to ask questions. 

Find out more

Quarterly Newsletter

In the Spring edition of our quarterly newsletter we examine how investment trusts have weathered crises over the decades, whether sustainable investing fuelled our energy crisis and reveal two Stock Pickers' stocks to watch this quarter.

Read Now

Stock Picker Videos

Watch our new Connect with Stock Picker videos from Andy Headley, Veritas Asset Management, and Rob Rohn, Sustainable Growth Advisers. The latest interviews cover topics such as, inflation, stagflation, slowbalisation and the potential acceleration of decarbonisation.

View now

Alliance Trust. Adapting to change

Alliance Trust has both a modern vision and a rich heritage. Established in 1888, we have successfully navigated many market crises and adapted our strategy over time. Today, we offer a responsibly managed portfolio, which provides individual UK investors with exclusive access to the top stock selections of some of the world’s best investment managers;1 at a competitive cost.

Risk-Controlled

Our multi-manager approach reduces risk and volatility, smoothing out the peaks and troughs of performance normally associated with a single manager.

Designed to perform

High conviction stock picking gives the portfolio potential to outperform world stock markets.2,3

Rising dividend

We have increased our dividend every year since 1966, putting us among the top four of the Association of Investment Companies’ “Dividend Heroes”

More reasons to invest

Expert Manager Selection

Shareholders benefit from having Willis Towers Watson (WTW) as our investment manager.4 WTW is a leading global investment group, directly managing $180.45 billion for institutional investors and advising them on $3.4 trillion.6 Its scale helps us to keep costs down for investors, while the global breadth and depth of WTW’s resources has enabled it to build and manage a diverse team of nine best-in-class1 Stock Pickers with complementary investment approaches for Alliance Trust.

 

Focused Stock Picking

WTW tasks each Stock Picker with investing in no more than 20 stocks in which they have the highest level of conviction.7 The resulting portfolio is diversified across countries and industries but its individual holdings are very different from any index-tracking fund.

We believe this diversified but highly active approach makes Alliance Trust an ideal holding for all generations of investors, whether you’re paying for university or a first home, saving for retirement or leaving a legacy.

Watch video Find out more

Price and Performance

Our Net Asset Value per share and share price performance over time.

Alliance Trust share price NAV 964p
View Performance

monthly Factsheet

Key performance data, with investment manager commentary.

View factsheet

Dividends

Our policy, payment dates and calculator. 

Providing rising dividends for over 50 years, we’ve been awarded ‘Dividend Hero’ status by the Association of Investment Companies.

go to Dividends

How to invest in Alliance Trust

You can invest direct in Alliance Trust through an investment platform, or via a stockbroker or independent financial adviser.

View all investment options

1. As rated by Willis Towers Watson. 2. MSCI All Country World Index. 3. Sebastian & Attaluri, Conviction in Equity Investing, The Journal of Portfolio Management, Summer 2014. 4. Alliance Trust has appointed Towers Watson Investment Management Limited (TWIM) as its Alternative Investment Fund Manager (AIFM). TWIM is part of Willis Towers Watson (WTW). On this website we refer to TWIM as Willis Towers Watson or ‘WTW’. 5. Willis Towers Watson, as at 30 September 2021. 6. Willis Towers Watson, as at 31 December 2019 (latest data available). 7. Apart from GQG Partners which also manages a dedicated emerging markets mandate with up to 60 stocks.

Stock Picker Views
Interview with Vulcan’s C.T. Fitzpatrick
External Research
Analyst research note – Kepler Trust Intelligence
Stock Picker Views
From the Manager’s Desk: Rajiv Jain