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Alliance Trust Sustainable Future UK Growth 2 Acc

Performance History31/07/2015
Growth of 1,000 (GBP) Advanced Graph
Alliance Trust Sustainable Future UK Growth 2 Acc
Fund-6.215.034.61.910.5
+/-Cat3.3-3.74.41.82.3
+/-B’mrk-2.82.713.80.85.0
 
Key Stats
NAV
28/08/2015
 GBX 150.40
Day Change 0.53%
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
06/07/2015
  0.83%
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 Returns28/08/2015
YTD6.29
3 Years Annualised14.98
5 Years Annualised12.90
10 Years Annualised7.28
12 Month Yield 1.88
Management
Manager Name
Start Date
Peter Michaelis
19/02/2001
Neil Brown
12/04/2011
Inception Date
19/02/2001
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Alliance Trust Sustainable Future UK Growth 2 Acc30/06/2015
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.230.0094.23
Bond0.000.000.00
Property0.000.000.00
Cash1.501.220.28
Other5.480.005.48
Top 5 Regions%
United Kingdom92.01
Eurozone7.99
United States0.00
Japan0.00
Australasia0.00
Top 5 Sectors%
Financial Services23.19
Consumer Cyclical22.49
Healthcare13.93
Communication Services10.31
Industrials9.30
Top 5 HoldingsSector%
Vodafone Group PLCCommunication ServicesCommunication Services5.47
Kingspan Group PLCBasic MaterialsBasic Materials4.89
Prudential PLCFinancial ServicesFinancial Services4.47
BT Group PLCCommunication ServicesCommunication Services4.23
Legal & General Group PLCFinancial ServicesFinancial Services4.14
Alliance Trust Sustainable Future UK Growth 2 Acc