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Alliance Trust Sustainable Future UK Growth 2 Acc

Performance History30/04/2013
Growth of 1,000 (GBP) Advanced Graph
Alliance Trust Sustainable Future UK Growth 2 Acc
Fund24.417.5-6.215.013.4
+/-Cat-12.6-5.43.3-3.72.0
+/-Idx-5.72.9-2.82.72.5
 
Category: UK Flex-Cap Equity
Index: FTSE AllSh TR GBP
Trailing Returns17/05/2013
YTD20.02
3 Years Annualised14.49
5 Years Annualised5.52
10 Years Annualised8.92
12 Month Yield 1.90
Benchmarks
Fund Benchmark
Not Benchmarked
Morningstar Benchmark
FTSE AllSh TR GBP
Key Stats
Morningstar OBSR
Analyst Rating™		 Not currently rated by Morningstar Analysts
Morningstar Rating™ 3 star
Morningstar Category™ UK Flex-Cap Equity
IMA Sector UK All Companies
ISIN GB0030028764
NAV
17/05/2013		 GBX 123.80
Day Change -0.08%
Fund Size (Mil)
31/12/2012		 GBP 134.74
Share Class Size (Mil)
-		 -
Max Initial Charge -
Total Expense Ratio
31/01/2012		  0.85%
Deferred Load -
Max Exit Charge* -
Inception Date 19/02/2001
Manager Name
Start Date
Peter Michaelis
01/05/2005
Neil Brown
12/04/2011

* Refer to the prospectus for full details

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Investment Objective: Alliance Trust Sustainable Future UK Growth 2 Acc
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.
Portfolio Profile for  Alliance Trust Sustainable Future UK Growth 2 Acc31/03/2013
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock92.450.0092.45
Bond0.120.000.12
Property0.000.000.00
Cash3.660.013.65
Other3.770.003.77
Top 5 Regions%
United Kingdom91.77
Eurozone4.60
Europe - Emerging1.38
Africa1.32
Asia - Emerging0.93
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
GlaxoSmithKline PLCHealthcareHealthcare5.59
Prudential PLCFinancial ServicesFinancial Services4.83
BT Group PLCCommunication ServicesCommunication Services4.27
ARM Holdings PLCTechnologyTechnology4.08
Kingspan Group PLCBasic MaterialsBasic Materials3.84
Increase Decrease New since last portfolio
Alliance Trust Sustainable Future UK Growth 2 Acc
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