Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Alliance Trust SF Managed SC1

Ranked 36 out of 218 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

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.

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.

Objective

It will invest in a broad range of worldwide investments. This will include shares, bonds, cash and other types of investments such as other funds. Bonds are interest paying loans made to global companies, governments and large international organisations. Typically between 45% and 85% will be invested in shares. It will invest only in companies that meet their rules for environmental and social responsibility.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 5.1% 5.8% -1.9% -5.1% 6.7%
2014 5.3% 0.1% -0.2% 0.0% 5.4%
2013 21.5% 11.2% 0.2% 3.7% 5.2%
2012 12.6% 8.8% -3.4% 5.8% 1.3%
2011 -5.5% 0.5% 1.1% -11.6% 5.3%
2010 9.4% 4.7% -6.7% 6.6% 5.2%
2009 16.3% -7.0% 7.0% 15.3% 1.5%
2008 -20.2% -7.1% -1.1% -7.5% -6.2%
2007 4.6% 4.1% 4.4% -1.6% -2.2%
2006 12.8% 8.7% -6.0% 3.6% 6.5%
2005 17.3% 1.2% 3.2% 7.1% 4.9%
2004 9.3% 3.6% -0.4% 0.2% 5.7%
2003 15.9% -5.0% 13.4% 3.5% 4.1%
2002 -23.3% -0.3% -12.3% -14.1% 2.1%
2001 1.9% -16.6% 11.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2015

Top 10 Holdings

Stock Size
Shell MNL MNL UK Alliance Trust B9FBTG9 9.25
Acuity Brands Inc ORD 2.06
Visa Inc ORD 1.73
Roper Technologies Inc ORD 1.71
Vodafone Group PLC ORD 1.67
ARM Holdings PLC ORD 1.65
Wells Fargo & Co ORD 1.59
Legal & General Group PLC ORD 1.57
Prudential PLC ORD 1.56
Ecolab Inc ORD 1.50
30/11/2015

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size430Mn
  • Base currencyGBP
  • ISIN GB0030030281

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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.    

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