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.

25 April 2019 Alliance Trust

CONNECTION: Your quarterly newsletter – Spring edition

Mining for profits from global equities

In this Spring edition, we reflect on the Trust’s vibrant history as we sell off mineral rights that date back to the early 20th century America, to focus on a diversified portfolio of global equities.

We also look back at an abnormal year for value stocks, outlining why there is reason to be more optimistic in 2019, despite last year’s underperformance. In addition, Andrew Wellington, Lyrical Asset Management unveils his top value stock pick in his portfolio.

Plus, we look at how the Alliance Trust portfolio performed over the last quarter and which stocks have been bought and sold.

As part of our continuing series, we also shine a spotlight on equity managers; Andy Headley from Veritas Asset Management and Bill Kanko from Black Creek Investment Management. Not only will they be sharing their views on the market, they’ll also be discussing their unique investment strategies.

We hope you enjoy this latest edition of our quarterly newsletter and find it valuable.



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