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About the company
Alliance Trust PLC is a United Kingdom-based investment trust. The Company's investment objective is to be a core investment for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of different sectors and industries to achieve its objective. The Company invests primarily in equities and aims to generate capital growth and a progressively rising dividend from its portfolio of investments. The Company’s portfolio of investments in various sectors includes information technology, industrial, financials, healthcare, communication services, consumer discretionary, energy, consumer staples, materials, utilities, real estate, and stock picker cash. The Company's investment manager is Willis Towers Watson (WTW).
- Revenue in GBP (TTM)647.25m
- Net income in GBP601.66m
- Incorporated1888
- Employees0.00
- LocationAlliance Trust PLCRiver Court, 5 West Victoria Dock RoadDUNDEE DD1 3JTUnited KingdomGBR
- Phone+44 13 8293 8320Fax+44 13 8232 1185
- Websitehttps://www.alliancetrust.co.uk/
Profile
| Management group(s) | Towers Watson Investment Management Limited |
|---|---|
| AIC sector | Global |
| ISIN | GB00B11V7W98 |
| Launch date | 21 Apr 1888 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To be a core investment for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of different sectors and industries to achieve its objective.
Managed by
| Mark Davis, Stuart Gray, Craig Baker |
|---|
Management & contract fees
The management fees equate to the sum of GBP 1.5m p.a. plus 0.055% p.a. of the Market Cap.No performance fees are payable. Contract terminable on notice period of 6 months.
Mergers & acquisitions
| Acquired company | ATST:LSE since announced | Transaction value |
|---|---|---|
| Witan Investment Trust PLC | 1.50% | -- |
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| HgCapital Trust plc | 295.58m | 280.70m |
| Monks Investment Trust PLC | 420.74m | 398.35m |
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| HICL Infrastructure PLC | 35.20m | 30.50m |
| Man Group PLC | 1.06bn | 240.02m |
| RIT Capital Partners plc | 315.30m | 240.20m |
| Bridgepoint Group PLC | 343.20m | 65.60m |
| JPMorgan Global Growth & Income PLC | 572.01m | 552.22m |
| Abrdn PLC | 1.41bn | 328.00m |
| 3i Infrastructure PLC | 374.00m | 347.00m |
| Greencoat UK Wind PLC | 214.02m | 79.79m |
| IG Group Holdings plc | 998.10m | 307.70m |
| Alliance Trust PLC | 647.25m | 601.66m |
| Polar Capital Technology Trust plc | 1.15bn | 1.12bn |
| St James's Place PLC | 26.70bn | -6.60m |
