We focus on investing in high quality companies, delivering a combination of capital growth and income in a sustainable way. This is an approach which we strongly believe is the best way to deliver consistent returns over the long term. The Trust is managed by Simon Clements, who has has worked in fund management since 1998 and he has a team of dedicated experts who all have a wealth of experience in researching and managing investments.
Update on New Approach
Update on New Approach to Investment Management
Invitation to shareholder forums
Outcome of Strategic Review
Outcome of the strategic review launched earlier in the year
Monthly Factsheet as at end 31 December 2016
We are aware that some people have received communications claiming to be from lottery organisations and which ask the recipient for personal information and bank details. Although some of these communications may include the Alliance Trust name and logo they are not authorised by us and we strongly advise that you do not respond to them in any way. We have also become aware that the Alliance Trust name has been used without our knowledge or permission in connection with attempted frauds involving loan agreements where an upfront "commitment fee" is being requested. Neither Alliance Trust PLC nor any of our subsidiary businesses provide loans and therefore if you receive any such offer or documentation you should refer the matter to the police.
You should visit the FCA’s Scam Smart website to learn about investment scams.