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Alliance Trust (Ordinary Share) ATST

Global Growth

Total Returns on £1000(Zoom inTo zoom in, click and drag on the graph.)
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Alliance Trust (Ordinary Share) Price -11.54%
Alliance Trust (Ordinary Share) NAV -6.26%
FTSE WI World 0.88%
Total Returns on £1000

Discount / Premium Movement

Discount / Premium Movement

Shares

Share Type Yesterday's
Closing Price (p)
Discount / Premium
(%)
Diluted NAV (p) Gearing
(%)
Dividend
(%)
Estim Last pub
Ordinary Share 306.3 -17.9 373.00 373.00
05 Feb
106 2.64

Discrete performance %
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Fund / BenchmarkMar '07
Feb '08
Mar '08
Feb '09
Mar '09
Feb '10
Alliance Trust (Ordinary Share) Price-7.39-14.8912.22
Alliance Trust (Ordinary Share) NAV-5.17-18.0120.56
FTSE WI World-2.24-16.9224.21

Discrete Performance
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Discrete Performance

Top 10 Holdings

BP Plc 2.84%
HSBC Holdings PLC 2.83%
Royal Dutch Shell B 2.07%
Rio Tinto 1.95%
BHP Billiton PLC 1.80%
InterOil 1.71%
British American Tobacco 1.38%
Prudential 1.32%
Vodafone Group PLC 1.22%
New York Community Banc 1.22%

Sectors weighting

Finance - General 21.70%
General Industrials 16.20%
Oil & Gas 15.00%
Consumer Goods 10.00%
Materials 9.70%
Technology 9.60%
Healthcare 6.70%
Consumer Services 6.30%
Telecommunications 3.00%
Utilities 1.80%

Regional weighting

UK 43.00%
North America Region 25.00%
Europe Developed ex-UK 13.00%
Asia exc Japan 10.00%
Japan 6.00%
Cash & Fixed Interest 2.00%
Other Countries 1.00%
Estimated NAV (p)
373.00
Share Price (p)
307.80

Objective:

Provides the core investment for those seeking a long term store of increasing value.

Management Group(s):

Alliance Trust
Alliance Trust Plc

Managed by:

Anthony Muh
Start: 14 Apr 2005
Christopher Clarke
Start: 31 Jan 2000
Fiona MacRae
Start: 01 Oct 2008
Grant Lindsay
Start: 31 Mar 1988
Harfun Ven
Start: 30 Sep 2005
Hugh MacNish Porter
Start: 01 Jan 2004
Jay Newman
Start: 15 Mar 2007
John Chung Lee
Start: 01 Oct 2007
John Ewart
Start: 31 Jan 2004
Kevin Craig
Start: 01 May 2008
Matthew Strachan
Start: 01 Jan 1985
Matthew Strachan
Start: 01 Jan 1985
Neil Tong
Start: 01 Jan 1997
Raymond Abbott
Start: 22 Nov 2006
Tathagata Roy Guha
Start: 31 Aug 2005
Sector
Launch Date
21 Apr 1888
Base Currency
GBX
Domicile
UK
Share Price (p)
307.80
Share Type
Ordinary Share
TIDM
ATST
ISIN
GB00B11V7W98
Shares Issued (M)
665
Market Capital (£M)
2037.78
Gross Assets (£M)
2642.83
Net Assets (£M)
2482.82
TER (%)
0.70
Historic Dividend Yield (%)
2.64
Next Dividend Date
07 Apr 2010
Next Dividend (p)
2.03
Last AGM
22 May 2009
Next AGM
22 May 2010
Last Annual Report Date
23 Apr 2009
Next due Report Date
31 Jan 2010
Next due Report Type
A/R

Management Contract & Fees

The Company is distinctive in being an independent investment trust, conducting its own affairs rather than engaging the services of a separate management company. Management and Administration expenses of the Company for the financial year ending 31-Jan-07 amounted to GBP 9,866,000 representing 0.35% of the year end attributable net asset value of GBP 2,831,616,000.

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