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.

11 December 2020 Marten & Co

A trust for all seasons

Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by nine of the world’s best stock pickers.

Investing sustainably is a strong theme within the fund, but the manager, Willis Towers Watson, seeks to blend managers with different styles so that the trust is not beholden to any particular fashion in markets.

While the new approach has outperformed the trust’s benchmark (the MSCI All Countries World Index in sterling) since the strategy change, ATST has not matched its benchmark over 2020. We examine why on pages 15 and 16. The manager remains convinced that the approach will continue to deliver outperformance in the long run. In the meantime, the board is keen to maintain ATST’s 53-year track record of increasing dividends each year, and the trusts’ substantial revenue reserves can help support that ambition.

This article was originally published on martenandco.com

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