Investment Trusts

Alliance Trust PLC

ATST:LSE

Alliance Trust PLC

  • Price (GBX)1,224.00
  • Today's Change-2.00 / -0.16%
  • Shares traded377.47k
  • 1 Year change25.54%
  • Beta0.9014
Data delayed at least 20 minutes, as of May 02 2024 16:38 BST.
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Profile data is unavailable for this security.

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)638.61m
  • Net income in GBP599.67m
  • Incorporated1888
  • Employees0.00
  • Location
    Alliance 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/
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Profile

Management group(s)Willis Towers Watson PLC
AIC sectorGlobal
ISINGB00B11V7W98
Launch date21 Apr 1888
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

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.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Mercantile Investment Trust PLC97.69m75.21m1.76bn0.001.76bn0.00
Caledonia Investments plc168.00m126.60m1.93bn74.001.93bn74.00
City of London Investment Trust plc140.56m127.17m2.06bn0.002.06bn0.00
Smithson Investment Trust PLC321.92m293.32m2.08bn0.002.08bn0.00
HgCapital Trust plc247.91m230.52m2.20bn0.002.20bn0.00
Petershill Partners PLC431.14m256.37m2.33bn0.002.33bn0.00
Monks Investment Trust PLC20.25m-790.00k2.46bn0.002.46bn0.00
Renewables Infrastructure Group Ltd-24.20m5.80m2.47bn0.002.47bn0.00
HICL Infrastructure PLC73.10m68.20m2.47bn0.002.47bn0.00
Jpmorgan Global Growth & Income PLC338.65m322.78m2.56bn0.002.56bn0.00
RIT Capital Partners plc143.20m66.10m2.90bn62.002.90bn62.00
3i Infrastructure PLC-100.00bn-100.00bn3.08bn0.003.08bn0.00
Greencoat UK Wind PLC234.38m126.19m3.20bn0.003.20bn0.00
Polar Capital Technology Trust plc536.66m508.93m3.45bn0.003.45bn0.00
Alliance Trust PLC638.61m599.67m3.48bn0.003.48bn0.00
F&C Investment Trust PLC583.25m532.84m4.94bn0.004.94bn0.00
Data as of May 02 2024. Currency figures normalised to Alliance Trust PLC's reporting currency: UK Pound GBX
Data Provided by LSEG
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