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History | Objective | Group Structure | Key Facts

Alliance Trust PLC is a self-managed investment company with investment trust status. With headquarters in Dundee, Alliance Trust PLC has been investing since 1888 and is among the largest generalist UK investment trusts by market value listed on the London Stock Exchange. As at 30 June 2013 we had net assets of nearly £2.8bn.

Our focus is to generate superior returns for shareholders over the medium to long term through a combination of capital growth and income. We have no fixed asset allocation benchmark and we invest in a wide range of asset classes throughout the world to achieve our objective.

Our objective at Alliance Trust PLC is to be a core investment for investors seeking a long term store of increasing value. We allocate our capital across a broad range of asset classes to enhance and preserve total returns and to provide shareholders with real growth over the medium to long term. We can use investment techniques such as gearing and hedging to enhance returns and reduce risks within our portfolio.

Alliance Trust PLC currently conducts its affairs so that its shares can be recommended by IFAs to ordinary retail investors in accordance with the FCA’s rules in relation to non-mainstream investment products and intends to continue to do so for the foreseeable future. The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products because they are shares in an investment trust.