By continuing to use this site, you agree to use of cookies. You can change this and find out more by following this link Accept cookies

Alliance Trust Sustainable Future UK Growth 2 Acc

Performance History28/02/2015
Growth of 1,000 (GBP) Advanced Graph
Alliance Trust Sustainable Future UK Growth 2 Acc
Fund-6.215.034.61.96.9
+/-Cat3.3-3.74.41.80.9
+/-B’mrk-2.82.713.80.80.5
 
Key Stats
NAV
25/03/2015
 GBX 154.70
Day Change -0.39%
Morningstar Category™ UK Flex-Cap Equity
IA (formerly IMA) Sector UK All Companies
ISIN GB0030028764
Fund Size (Mil)
31/12/2012
 GBP 134.74
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
13/02/2015
  0.85%
Investment Objective: Alliance Trust Sustainable Future UK Growth 2 Acc
The fund seeks long-term capital appreciation. Investment principally in UK equities based on price and prospects of above average earnings growth. Limited investment in UK bond markets may be made from time to time. All investments will be expected to conform to our social and environmental criteria. The Fund may invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money market instruments, units in collective investment schemes, deposits and derivatives and forward transactions.
Returns
Trailing Returns25/03/2015
YTD9.33
3 Years Annualised15.87
5 Years Annualised12.79
10 Years Annualised8.22
12 Month Yield 1.94
Management
Manager Name
Start Date
Peter Michaelis
19/02/2001
Neil Brown
12/04/2011
Inception Date
19/02/2001
Advertisement
Benchmarks
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Alliance Trust Sustainable Future UK Growth 2 Acc31/01/2015
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock92.650.0092.65
Bond0.000.000.00
Property0.000.000.00
Cash2.500.042.46
Other4.890.004.89
Top 5 Regions%
United Kingdom92.16
Eurozone7.84
United States0.00
Japan0.00
Australasia0.00
Top 5 Sectors%
Consumer Cyclical21.38
Financial Services20.87
Healthcare13.84
Communication Services10.98
Industrials10.22
Top 5 HoldingsSector%
Vodafone Group PLCCommunication ServicesCommunication Services5.64
Kingspan Group PLCBasic MaterialsBasic Materials4.60
BT Group PLCCommunication ServicesCommunication Services4.52
GlaxoSmithKline PLCHealthcareHealthcare4.51
Prudential PLCFinancial ServicesFinancial Services4.37
Alliance Trust Sustainable Future UK Growth 2 Acc