Alliance Trust PLC is an investment trust with a unique global equity portfolio that brings together an alliance of best-in-class equity managers* and their best ideas at a competitive cost.
It has appointed Willis Towers Watson** to manage its investment portfolio. Willis Towers Watson has appointed and oversees eight specialist equity investment managers, many of them not otherwise accessible to UK investors.
Each of these manages a portfolio for Alliance Trust based only on their best ideas; each bespoke portfolio contains about 20 stocks (except for the emerging markets portfolio which has around 50 stocks). Together they comprise our equity portfolio. This distinctive approach means that every stock is one in which the equity managers have their highest conviction - investments which they believe are most likely to deliver positive absolute and relative returns.
Alliance Trust’s performance target is to outperform the MSCI All Country World Index by 2% p.a. net of costs over rolling three year periods. And we are proud to be one of only four investment companies to have increased its dividend every year for 50 years.
Read more about our portfolio and fund managers here.
*As rated by Willis Towers Watson
**The entities with the Willis Towers Watson group responsible for the management of the Alliance Trust investment portfolio are Towers Watson Investment Management (Ireland) Limited (TWIMI) as the AIFM and Towers Watson Investment Management Limited (TWIM) as the investment manager and a delegate of the AIFM.