Quick Stats

Bid Price - Offer Price -
Mid Price GBX 212.70 Day Change GBX +0.50 (0.24%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.84 %
Total Expense Ratio 0.43 Fund Size 183,329,079.98
Launch Date 19/02/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.40 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.43
ISIN GB0030030174 Min TopUp (£) 500,000.00

Fund Objective

The Fund aims for long-term capital growth and will invest in the shares of a broad range of companies from around the world, based on the fund manager's view of their long term return prospects. It will invest only in companies that meet our rules for environmental and social responsibility. For full investment objective and policy details please refer to the Prospectus.

Fund Managers

Simon Clements
Simon has worked in fund management since 1998. Before joining Alliance Trust Investments in August 2012, Simon spent 12 years at Aviva Investors (previously Morley Fund Management) where, most recently, he was Head of Global Equities. In his early career, Simon worked as a Portfolio Accountant and Risk and Performance Analyst before joining Aviva Investors to help develop its global equity and SRI propositions. Simon holds a Bachelor of Economics from the University of Newcastle, Australia and a graduate diploma in Applied Finance & Investment from Securities Institute of Australia. He is also a CFA charterholder and holds the CFA Society of the UK Investment Management Certificate.
Peter Michaelis
Peter has worked in fund management since 2000. Before joining Alliance Trust Investments in August 2012, Peter spent 11 years at Aviva Investors where, most recently, he was Head of Sustainable and Responsible Investment. After completing a PhD in Environmental Economics, Peter started his career working for the Steel Construction Institute as an Environmental Engineer. He then moved to Henderson Global Investors where he worked as an SRI Analyst and Assistant Fund Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead manager on a number of its sustainable investment funds. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics. In addition, he holds the CFA Society of the UK Investment Management Certificate.
Adrien Bommelaer
Adrien Bommelaer has 15 years experience in investment research and asset management looking at technology, telecom and media sectors. He joined Alliance Trust in 2012 as a Technology and Media sector specialist and was appointed co manager of the global funds in 2016. Previously Adrien was head of technology hardware research at Piper Jaffray in London 2009-2010 and Head of European semiconductor research at Credit Suisse where he started his career in 1997. Adrien has a Masters degree from EDHEC Business School in France and majored in Finance.