Società Alliance Trust PLC

ATST

GB00B11V7W98

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Mercato chiuso - London S.E. Altri mercati azionari 17:35:24 24/05/2024			Variaz. 5gg	Var. 1 gen.
1.234 ^GBX	-0,16%		-1,59%	+10,97%

18/04	Il gestore di Alliance Trust nomina un nuovo stock picker per sostituire Jupiter	AN
07/03	Alliance Trust PLC riporta i risultati degli utili per l'intero anno terminato il 31 dicembre 2023	CI

Alliance Trust PLC è un fondo d'investimento con sede nel Regno Unito. L'obiettivo d'investimento della Società è quello di essere un investimento di base per gli investitori, che offre un rendimento reale nel lungo termine attraverso una combinazione di crescita del capitale e di dividendi in aumento. Per raggiungere il suo obiettivo, la Società investe principalmente in azioni globali in un'ampia gamma di settori e industrie diverse. La Società investe principalmente in azioni e mira a generare una crescita del capitale e un dividendo progressivamente crescente dal suo portafoglio di investimenti. Il portafoglio di investimenti della Società in vari settori comprende tecnologia dell'informazione, industria, finanza, sanità, servizi di comunicazione, beni di consumo discrezionali, energia, beni di consumo, materiali, servizi di pubblica utilità, immobili e stock picker cash. Il gestore degli investimenti della Società è Willis Towers Watson (WTW).

Numero di dipendenti: 4

GBP in Milioni	2022	Peso	2023	Peso	Delta
Investment Trust 100,0 %	96	100,0 %	71	100,0 %	-25,39%

GBP in Milioni	2022	Peso	2023	Peso	Delta
United Kingdom 100,0 %	96	100,0 %	71	100,0 %	-25,39%

Dirigenti	Titolo	Età	Da
Simon David Clements PRN	Corporate Officer/Principal	-	01/01/12
Peter Anthony Michaelis PRN	Corporate Officer/Principal	-	01/01/12

Amministratori	Titolo	Età	Da
Dean Buckley CHM	Chairman	64	04/03/21
Victoria Hastings BRD	Director/Board Member	57	28/09/22
Anthony Brooke BRD	Director/Board Member	77	24/06/15
Josephine Dixon BRD	Director/Board Member	65	29/01/20
Sarah Bates BRD	Director/Board Member	65	04/03/21
Clare Dobie BRD	Director/Board Member	67	26/05/16
Milyae Park BRD	Director/Board Member	-	28/09/22

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	284 244 600	277 984 521 ( 97,80 %)	280 000 ( 0,0985 %)	97,80 %

Nome	Azioni	%	Valorizzazione
Rathbones Investment Management Ltd. 7,344 %	20 855 000	7,344 %	321 M p
Evelyn Partners Investment Management LLP 2,138 %	6 070 000	2,138 %	93 M p
J. M. Finn & Co. Ltd. 1,214 %	3 447 000	1,214 %	53 M p
Hargreaves Lansdown Asset Management Ltd. 1,209 %	3 433 000	1,209 %	53 M p
BlackRock Investment Management (UK) Ltd. 1,135 %	3 224 346	1,135 %	50 M p
Schroder & Co Bank AG (Private Banking) 1,079 %	3 065 000	1,079 %	47 M p
Schroder Investment Management Ltd. 0,9609 %	2 728 744	0,9609 %	42 M p
Quilter Cheviot Ltd. 0,9448 %	2 683 000	0,9448 %	41 M p
Allspring Global Investments LLC 0,9264 %	2 630 553	0,9264 %	40 M p
Legal & General Investment Management Ltd. 0,8856 %	2 514 930	0,8856 %	39 M p

Alliance Trust Plc

River Court 5 West Victoria Dock Road

DD1 3JT, Dundee

+44 0203 932 2990

http://www.alliancetrust.co.uk

Nome	Categoria e settore
Alliance Trust Savings Ltd. Alliance Trust Savings Ltd. Investment ManagersFinance Alliance Trust Savings Ltd. (ATS), a subsidiary of Alliance Trust Plc (LSE: ATST), is a financial services specialist. They provide execution-only services and distribute a diverse range of investment products including retail savings plans and pension products, PEPs and ISAs. Located in Dundee, ATS was established in 1986.	Investment Managers
Alliance Trust Equity Partners Ltd. Alliance Trust Equity Partners Ltd. Investment ManagersFinance Alliance Trust Equity Partners Ltd. (ATEP) is a private equity firm founded in 1888 by Raymond Abbott.The firm is headquartered Edinburgh, Scotland and is the wholly-owned private equity arm of Alliance Trust Plc (LSE: ATST) in the UK.	Investment Managers
Alliance Trust Real Estate Partners Alliance Trust Real Estate Partners Financial ConglomeratesFinance Part of Alliance Trust Plc, Alliance Trust Real Estate Partners provides investment services. The company is located in UK.	Financial Conglomerates
ATEP 2008 (CIV) LP	Investment Managers
ATEP 2009 GP Ltd. ATEP 2009 GP Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Alliance Trust Plc, ATEP 2009 GP Ltd. provides professional, scientific and technical services. The company is based in Dundee, UK.	Miscellaneous Commercial Services
ATEP 2008 GP Ltd. ATEP 2008 GP Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Alliance Trust Plc, ATEP 2008 GP Ltd. provides professional, scientific and technical services. The company is based in Dundee, UK.	Miscellaneous Commercial Services
ATEP 2008 Funds LP	Investment Managers
ATEP 2009 Funds LP	Investment Managers
ATEP 2009 (CIV) LP	Investment Managers
Alliance Trust Savings Nominees Ltd. Alliance Trust Savings Nominees Ltd. Regional BanksFinance Part of Alliance Trust Plc, Alliance Trust Savings Nominees Ltd. acts as a nominee/trust/depository. The company is based in Dundee, UK.	Regional Banks
Allsec Nominees Ltd. Allsec Nominees Ltd. Regional BanksFinance Part of Alliance Trust Plc, Allsec Nominees Ltd. acts as a nominee/trust/depository. The company is based in Dundee, UK.	Regional Banks
AT2006 Ltd. AT2006 Ltd. MiscellaneousMiscellaneous Part of Alliance Trust Plc, AT2006 Ltd. operates as a British holdings company. The company is based in Dundee, UK.	Miscellaneous
The Second Alliance Trust Ltd. The Second Alliance Trust Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Alliance Trust Plc, The Second Alliance Trust Ltd. provides professional, scientific and technical services. The company is based in Dundee, UK.	Miscellaneous Commercial Services

Vendita

Buy

Raccomandazione media

Accumulate

Numero di analisti

Ultimo prezzo di chiusura

12,34

Prezzo obiettivo medio

Consenso

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	Variaz. 1 gen.	Capi.
ALLIANCE TRUST PLC	+10,97%	4,47 Mrd
SCOTTISH MORTGAGE INVESTMENT TRUST PLC	+11,51%	15,36 Mrd
F&C INVESTMENT TRUST PLC	+6,65%	6,56 Mrd
POLAR CAPITAL TECHNOLOGY TRUST PLC	+18,69%	4,73 Mrd
GREENCOAT UK WIND PLC	-9,50%	4 Mrd
JPMORGAN GLOBAL GROWTH & INCOME PLC	+11,33%	3,42 Mrd
RIT CAPITAL PARTNERS PLC	-2,23%	3,39 Mrd
THE MONKS INVESTMENT TRUST PLC	+11,68%	3,23 Mrd
SMITHSON INVESTMENT TRUST PLC	-0,21%	2,88 Mrd
HGCAPITAL TRUST PLC	+13,12%	2,87 Mrd

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