Frequently Asked Questions

You can find out more on our performance in our latest factsheet or on our Investor Information page.

Details on how to buy shares in the Trust can be found on our How to Buy page.

You will find our email address, address and phone number on the Contact Us page.

Please note that calls made, and emails sent to the Company are managed by the Company Secretary, Juniper Partners Limited (www.junipartners.com).

Alliance Trust is not authorised to give financial or investment advice. If you are considering buying Alliance Trust PLC shares, but are uncertain about how to do it, we recommend you speak to an independent financial adviser or stockbroker.

To find a financial adviser in your area, please visit: unbiased.co.uk or vouchedfor.co.uk. To find a stockbroker in your area please visit: pimfa.co.uk

Yes. Alliance Trust PLC currently conducts its affairs so that its shares can be recommended by IFAs to ordinary retail investors in accordance with the FCA’s rules in relation to non-mainstream investment products, and intends to continue to do so for the foreseeable future. The shares are excluded from the FCA’s restrictions which apply to non-mainstream investment products, because they are shares in an Investment Trust.

The SEDOL number is B11V7W9 and the ISIN number for shares is GB00B11V7W98.

Any change of address or name details for shares registered in your own name should be sent to the Registrars as soon as possible:

Computershare Investor Services PLC
Edinburgh House
4 North St Andrew Street
Edinburgh
EH2 1HJ

Alliance Trust has appointed Georgeson (a trading name of Computershare Investor Services PLC, the Registrars of Alliance Trust) to complete a tracing and engagement exercise with the aim of locating lost or unengaged shareholders in the Company. Should you receive a letter from Georgeson, you may contact them on 0800 408 0093 or email them at assetreunification@georgeson.com for further information.

No. We do not offer these ourselves. You can, however, buy and hold our shares in an ISA or other investment wrapper offered by a number of investment platforms.

If you have a complaint, please call us on 01382 938320 between 9am-5pm, Monday to Friday. We will do our best to resolve your issue as soon as possible. Alternatively, you can email us at investor@alliancetrust.co.uk or write to us at

River Court
5 West Victoria Dock Road
Dundee
DD1 3JT

Alliance Trust’s Board has designed a unique structure to achieve its investment goals. The Alliance Trust Board has appointed Towers Watson Investment Management Limited (TWIM) as its Alternative Investment Fund Manager (AIFM). TWIM is part of Willis Towers Watson plc. On this website we refer to TWIM as ‘Willis Towers Watson’ or ‘WTW’.

Willis Towers Watson is responsible for setting the overall investment direction for the Trust and supervising the Trust’s ten best-in-class* equity managers. Most of these managers are not accessible to individual investors in the UK.

Craig Baker, Global Chief Investment Officer at Willis Towers Watson, chairs the Investment Committee that manages the Alliance Trust portfolio. The Investment Committee is responsible for the implementation of Alliance Trust’s investment proposition on behalf of WTW. 

* As rated by Willis Towers Watson.

Our Investment Manager, WTW, operates a multi-manager approach and has selected nine best-in-class* equity managers from around the world. Each is responsible for a part of the overall portfolio, investing only in their best ideas. Most of these managers are not otherwise accessible to individual investors in the UK.

*As rated by Willis Towers Watson.

You will find more information on our Investment Manager, Willis Towers Watson, and the ten equity managers at the websites below:

Alliance Trust PLC pays its dividends quarterly on or about the end of December, March, June and September. 

If you are a named shareholder, you can do this simply by contacting the Registrars.

If you own the shares through Alliance Trust Savings, please contact Client Services on 01382 573737 or email contact@alliancetrustsavings.co.uk

Yes you can. Full details will be given in the Notice of Annual General Meeting, which we send to shareholders ahead of the meeting. There is also a convenient online proxy voting service provided by our Registrars. Find more information on electronic shareholder communications.

Yes you can. To do this, you will need to access the Registrars' website. Please have your shareholder reference number to hand, which you can find on your share certificate and dividend tax voucher. Please click here for further information about our electronic shareholder communications services.

Definitely not. We believe it’s really important that the private shareholder's voice is heard at the AGM. So there is no cost for attending if the shares are registered in your own name.

If you hold your Alliance Trust shares through a nominee and they arrange for you to attend our AGM as their proxy, we will not make a charge but the nominee may.