# Alliance Trust

Alliance Trust is an Investment Trust based in Dundee, United Kingdom.

## Overview

- **Organization type:** Investment Trust
- **Headquarters:** Dundee, United Kingdom
- **Region:** Europe
- **Address:** Dundee, United Kingdom
- **Founded:** 1888
- **Assets under management:** 7.0B (Altss estimate)
- **Website:** www.alliancewitan.com
- **LinkedIn:** https://www.linkedin.com/company/alliance-trust
- **Wikidata:** Q4732335

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Equities
- Real Estate

## 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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- [Versorgungswerk der Ärztekammer Hamburg](https://altss.com/profile/versorgungswerk-der-rztekammer-hamburg)
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Last updated: 2026-07-10T01:53:36.000Z

Canonical page: https://altss.com/profile/alliance-trust

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