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Alliance Trust SF Absolute Growth SC1

Ranked 107 out of 120 in - Flexible over 12 months
All calculations are in GBP

Managed by

Peter Michaelis

Born in 1969, in the United Kingdom, Peter Michaelis obtained an MA in Physics from Oxford University, an Msc (Distinction) in Energy & Environmental Engineering from Sussex University and a PhD in Environmental Economics from the University of Surrey. He joined the investment industry in 1999 and has been a fund manager since 2001. Peter began his career at British Steel as a Senior Environmental Engineer and went on to join Henderson Global Investors where he worked as a socially responsible investment fund manager and an analyst. In 2000, Peter joined Morley and is currently head of Sustainable and Responsible Investment and portfolio manager of the Norwich UK Ethical Fund, Norwich Sustainable Future Managed Fund and Norwich Sustainable Future UK Growth Fund. He lists tennis and chess among his interests outside of fund management.

Simon Clements

Simon Clements is currently based in the UK and has been a Portfolio Manager at Alliance Trust dealing in Global SRI Equities since 2012. He was with Aviva Investors prior to that, having joined in 2000 as Portfolio Manager, and before that Chase Manhattan Bank from 1997 as a Performance and Risk Analyst. Simon has the IMC, he is a CFA Charterholder and graduated from the University of Newcastle, Australia where he studied Economics.

Objective

The investment objective is to provide long term capital appreciation. The investment policy is selective investment principally in global equities based on price and prospects of above average earnings growth. Investments may on occasions be limited to a single country. Limited investment in global bond markets may be made from time to time. All investments will be expected to conform to our social and environmental criteria.

Performance

Flexible over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.0% -0.2% -0.1% -0.6%
2013 22.5% 14.2% 0.8% 2.6% 3.8%
2012 13.6% 11.7% -5.2% 5.9% 1.3%
2011 -12.6% 2.6% -1.7% -18.5% 6.3%
2010 21.5% 7.1% -8.5% 10.8% 11.8%
2009 20.2% -8.8% 7.8% 19.4% 2.4%
2008 -29.2% -9.6% -2.8% -13.6% -6.8%
2007 11.9% 5.5% 5.8% 0.4% -0.1%
2006 8.8% 10.9% -9.2% 2.0% 5.9%
2005 22.8% 4.5% 1.7% 10.2% 4.8%
2004 11.8% 4.7% -0.1% -1.8% 8.9%
2003 25.6% -8.9% 22.0% 6.4% 6.2%
2002 -36.0% -3.2% -18.8% -19.4% 0.9%
2001 -23.7% -14.9% -0.7% -27.8% 25.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Oil Search Ltd ORD 3.43
HCA Holdings Inc ORD 3.08
Rockwell Automation Inc ORD 2.52
Roper Industries Inc ORD 2.49
Amgen Inc ORD 2.44
PerkinElmer Inc ORD 2.35
Ecolab Inc ORD 2.29
Kroton Educacional SA ORD 2.27
Salesforce.com Inc ORD 2.26
Orix Corp ORD 2.23
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size90Mn
  • Base currencyGBP
  • ISIN GB0030029515

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment4

Related News

Alliance Trust adds to SRI range with double launch

The Sustainable Future Cautious Managed fund and the Sustainable Future Defensive Managed fund will launch in Q3.    

The relative value trades for global economic crosswinds

In a lopsided world it makes sense to match opportunity and liability.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).