Fund Profile
Alliance Trust 12 October 2017
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Read the full articleFund History
26 Oct 2023
Fund Analysis
ATST’s core equity strategy continues to deliver in an uncertain environment…
28 Jul 2023
Results analysis: Alliance Trust
ATST delivered strong NAV returns in the first half of the year…
12 Jul 2023
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
30 May 2023
Fund Analysis
ATST’s specialist managers have added value in volatile market conditions…
16 Mar 2023
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
09 Mar 2023
Results analysis: Alliance Trust
ATST’s 2022 full-year results illustrate that its unique approach to portfolio allocation is paying off…
03 Oct 2022
Slides and Audio: Alliance Trust
Download the presentation and listen to the audio from our 'What next for global equities?' webinar from 29 September...
07 Sep 2022
Fund Analysis
ATST’s diverse core equity offering has outperformed its peers in today’s bear market...
17 Aug 2022
The world for sale
While investment trusts are lagging their open-ended cousins in the global sector, their discounts may provide an attractive entry point...
28 Jul 2022
Results analysis: Alliance Trust
ATST’s half year results have demonstrated the benefits of its highly diversified approach to active management…
15 Jun 2022
Staying active
We highlight several alternatives to passive investments for investors looking for core exposure in uncertain markets...
18 May 2022
Riding out the storm
We look at trusts with tightly governed discounts which may appeal to investors in volatile markets…
30 Mar 2022
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
17 Mar 2022
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
02 Mar 2022
Spread 'em!
We explore how much dispersion in returns of stocks drive the differing fortunes of trusts…
28 Feb 2022
Results analysis: Alliance Trust
ATST’s latest results indicate that despite stylistic headwinds it has still generated a competitive NAV return, and now trades on an attractive discount…
21 Dec 2021
Fund Analysis
ATST offers investors a ‘core’ equity exposure, utilising seldom-found managers and having recently upgraded its dividend…
01 Dec 2021
Slides and Audio: Alliance Trust
Our research team at Kepler Trust Intelligence hosted a 45 minute webinar update with Willis Towers Watson, the managers of Alliance Trust...
03 Nov 2021
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
20 Oct 2021
Board games
Investment trust boards talk a good game about championing shareholders interests - but do they really deliver?
15 Oct 2021
Stock-picking global trusts are on a roll – and look cheap
Despite their balanced approaches, ATST and BUT rank as the first and third performing global equity strategies this year….
19 Aug 2021
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
23 Jul 2021
Results analysis: Alliance Trust
Alliance Trust released a strong set of interim results this morning showing strong NAV growth driven by stockpicking, but the trust’s discount remains wider than the peer group average…
26 May 2021
Fund Analysis
ATST offers investors access to Willis Towers Watson’s exclusive multi-manager portfolio, which has generated strong returns over the last 12 months…
04 Mar 2021
Results analysis: Alliance Trust
ATST’s unique blend of stockpicking managers has delivered solid absolute returns against a volatile backdrop and extended its impressive dividend track record once again…
16 Dec 2020
My haven’t you grown!
How sustainability has gone from zero to hero in 2020…
27 Nov 2020
Fund Analysis
ATST offers a blended portfolio of nine highly concentrated funds...
05 Jun 2020
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
16 Jan 2020
Fund Analysis
ATST offers exposure to some of the world’s best fund managers via a low cost manager of managers approach…
10 Apr 2019
Because they're worth it
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
25 Mar 2019
Race ready
Clare Dobie explains how the board upon which she sits set about transforming the once sluggish Alliance Trust into a sleek hulled racing clipper...
27 Feb 2019
A marathon not a sprint
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
27 Feb 2019
Fund Analysis
After changing its spots in 2017, Alliance Trust continues to deliver a growing dividend and attractive returns...
09 Jul 2018
Go big or go home
The overwhelming evidence is that fund managers who are willing to back their convictions with punchy bets are the ones that tend to outperform by the highest margin...
04 Jul 2018
Fund Analysis
Alliance Trust has changed its spots dramatically, adopting an interesting portfolio management approach that uses 8 sub-managers, each tasked with managing a highly concentrated portfolio...
12 Oct 2017
Fund Analysis
We revist the revamped global equities giant as it approaches the first anniversary of its new, multimanager approach...
25 Jan 2017
Happy new year?
We collate the views of the City's top investment trust analysts, examining their reviews of 2016, and highlighting their predictions for the year ahead...
25 Jan 2017
Word on the street
Sell-side analysts comment on Alliance Trust's strategic review and plans for a new manager of managers approach...
16 Jan 2017
Fund Analysis
A new chapter and an exciting future...