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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.

16 July 2019 Performance, About Alliance Trust, Company News By Alliance Trust

Alliance Trust: A consistent performer

Consistency is key to judging the performance of investments. It’s human nature to be attracted to spectacular short-term outperformance, but if it’s followed by a bout of terrible returns, investors are likely to be disappointed in the long run.

Aware of this, the Association of Investment Companies (AIC), the trade body for the investment trust industry, took a deep dive into the numbers, to find out which trusts managed to consistently outperform the average over the past decade.

We are delighted to report that Alliance Trust ranked as the fifth most consistent out of them all.

The results of the AIC analysis found Alliance Trust beat the average investment company return in eight of the last ten years*, a period which includes tumultuous world events such as the election of Donald Trump and the Brexit vote.

Better still, it ranked as the most consistent investment trust in the AIC global sector. With an average volatility return of 14.03, Alliance Trust managed to achieve the lowest volatility over the longest period of time out of any of its peers. Only one other global trust, Lindsell Train, made it onto the top 20 list, ranking in 11th place. 

While past outperformance is not an indication of future returns, the figures do provide evidence that the Alliance Trust portfolio is resilient, and well placed to deliver consistently for its investors.

Past performance is not a reliable indicator of future returns.

 Source: AIC using Morningstar

 *Up to 31 May 2019

 

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