RCS - Alliance Trust PLC - Update from QuotedData

Alliance TrustAnnouncement

19/09/2024 16:00

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RNS Number : 9343E  Alliance Trust PLC  19 September 2024

Alliance Trust - Update from QuotedData

19(th) September 2024

A new powerhouse

In recent years, we have highlighted the success of Alliance Trust's (ATST)
investment approach, which has, on average, outperformed the MSCI All
Countries World Index (MSCI ACWI) over any given 12-month period (sampled
weekly - see page 12). This success was an important factor in ATST's
selection as a merger partner for Witan (WTAN), another global multi-manager
investment trust with ATST's manager, Willis Towers Watson (WTW), continuing
to manage the combined entity. Assuming the merger proceeds, as seems very
likely, ATST shareholders can anticipate the benefits of a larger trust, and
one that could enter the FTSE 100 as a result, as well as a reduced management
fee.

Beyond the merger, a new manager has been added to ATST's line up: ARGA
Investment Management. ARGA, a global value investor, will replace the team at
Jupiter, who were removed from the roster following the resignation of their
lead manager.

Full Research:

https://quoteddata.com/research/alliance-trust-a-new-powerhouse-qd/
(https://quoteddata.com/research/alliance-trust-a-new-powerhouse-qd/)

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NB: Marten & Co was paid to produce this note on Alliance Trust Plc, and
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