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Alliance Trust
Alliance Trust was established in 1888 in Dundee as a British investment trust. It generates returns through capital growth and a rising dividend, recognized...
Alliance Trust
Alliance Trust was established in 1888 in Dundee as a British investment trust. It generates returns through capital growth and a rising dividend, recognized as a Dividend Hero by the Association of Investment Companies for 58 consecutive years of increases. The trust uses a multi-manager approach with external managers including Jennison Associates and EdgePoint Wealth Management. It holds positions in global equities, a global real estate portfolio, and mineral rights. The geographic focus spans the United Kingdom and international markets. With AUM around $7B, the trust maintains membership in the FTSE 100 following the 2024 merger. Willis Towers Watson has served as investment manager since 2017.
General information
Firm type
Investment Trust
Year founded
1888
Location
Region
Europe
Country
United Kingdom
City
Dundee
Corporate office
Dundee, United Kingdom
Sector focus
Frequently asked questions
Who manages the investments at Alliance Trust?
Willis Towers Watson has acted as investment manager since 2017, overseeing a multi-manager strategy with 11 external stock pickers.
What asset classes does Alliance Trust hold?
The trust maintains exposure to global equities, a global real estate portfolio, and mineral rights.
What recent structural change occurred at Alliance Trust?
In October 2024 the trust merged with Witan Investment Trust to form Alliance Witan PLC and joined the FTSE 100.
How long has Alliance Trust increased its dividend?
The trust has raised its dividend for 58 consecutive years and holds Dividend Hero status from the Association of Investment Companies.
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