Individual Investors
Please select this option if you are an individual investor. The value of investments may go down as well as up and you may get back less than you originally invested.
Professional Investors
The information contained in these pages must not be used or relied upon by private investors. Please select this option only if you are a professional investor.
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.

New portfolio exclusions introduced

26 July 2021 About Alliance Trust, Company News, Voting, Engagement Alliance Trust

In keeping with its commitment to the portfolio being managed to achieve net-zero carbon emissions by 2050, the Board of Alliance Trust has decided to exclude stocks with significant exposure to thermal coal or producing oil from tar sands. Thermal coal is by far the most carbon-emitting source of energy in the global fuel mix, and tar sands are among the most carbon-intensive means of crude oil production.

Our investment manager, Willis Towers Watson, thinks that, in general, actively engaging with the companies we invest in, is one of the best ways of effecting change and managing risk. But it believes that engagement with these companies is often less viable. “Exclusions aren’t always an effective strategy. But, in some cases, it is the best option left on the table,” says Craig Baker, Global Chief Investment Officer at Willis Towers Watson, and Head of the Alliance Trust Investment Committee.

More on responsible investing
More from Alliance Trust