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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.

7 March 2022 About Alliance Trust, Company News Alliance Trust

Events in Ukraine

Our thoughts are with those impacted directly and indirectly by the events that are unfolding in Ukraine. The financial and economic costs are, of course, secondary to the human tragedy. However, we want to provide our shareholders with an update on the Company’s exposure to the region. 

  • WTW and our Stock Pickers continue to monitor the evolving situation and sanctions lists to ensure compliance.
  • Until recently, seven Russian stocks were held in the portfolio (representing 0.97% of the total portfolio). These stocks have all been sold. Today, we have no direct exposure to Russian companies in the portfolio nor to any Belarussian or Ukrainian companies.
  • No further investment will be made in Russia or Belarus for the foreseeable future.

We are monitoring the situation closely and will keep our shareholders updated.

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