Fund Profile

Alliance Trust 16 January 2017

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Fund History

31 May 2024 Stock spotlight: Rinnai
Rinnai peaked Dalton Investments' Jamie’s interest when he needed an energy efficient, on-demand hot water solution in his own busy household. Subsequent research has shown that the company has huge market potential...
24 May 2024 Stock spotlight: Nvidia
Brian Kersmanc, GQG Partners, describes how Nvidia’s early call on AI and full end-to-end solution for clients has kept it at the leading edge of computing...
17 May 2024 Stock spotlight: United Rentals
United Rentals is the largest equipment rental and management company in the world, with operations in 1,500 locations across North America, Europe, Australia, and New Zealand, serving customers across construction and industrial sectors..
10 May 2024 Dalton Investments: Japan Update
Dalton's Jamie Rosenwald provides an update on Japan, focusing on the status of recent corporate reforms, revisions to the NISA and the potential normalisation of monetary policy...
17 Apr 2024 Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
07 Mar 2024 Video update: Alliance Trust annual results
Willis Towers Watson global CIO Craig Baker discusses the trust's strong results for its latest financial year...
23 Feb 2024 Stock spotlight: Dexcom
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business...
16 Feb 2024 Stock spotlight: Airbus
In our new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor...
14 Feb 2024 Investing in multi-manager funds with Alliance Trust – Podcast: Trust Issues #24
We talk about multi-manager funds and what Alliance Trust offers investors looking for a core global equity holding…
23 Feb 2024 Alliance Trust
Stuart Gray
Rewatch this webinar which is part of our single manager February event
Watch Recording
07 Feb 2024 Stock spotlight: Ashtead
Jonathan Mills from Metropolis Capital talks about his conviction in the equipment rental firm, Ashtead, which supplies a wide range of plant and commercial equipment to companies in the UK, US and Canada...
29 Jan 2024 Alliance Trust has delivered in an uncertain market environment
ATST has outperformed the MSCI ACWI over multiple periods…
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...
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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.