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.
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*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.

5 October 2020 About Alliance Trust Kepler Trust Intelligence

More than meets the eye


Due to the high alpha approach, capital appreciation often gains the headlines, however ATST is also one of the most dependable income sources in the investment trust universe…

Alliance Trust (ATST) is one of the largest trusts in the investment companies universe, sitting in the FTSE 250 with gross assets of around £3bn.

The management of the fund was changed in April 2017 from an in-house investment team to an externally managed multimanager approach. Willis Towers Watson (WTW) were appointed to oversee it, with the investment committee, led by Craig Baker, selecting the external managers for different parts of the underlying portfolio. WTW gives the managers mandates, with few restrictions, and each has the aim of creating a ‘best ideas’ portfolio of between 10 and 20 stocks from anywhere in the world. Through this approach, the team hope that can generate the levels of alpha associated with concentrated portfolios, without the risk profile of a single portfolio. WTW actively manages the allocations between managers to ensure that performance is primarily driven by stock selection, rather than by sector, style or country weightings.

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