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Alliance Trust SF Managed SC1

Ranked 163 out of 252 in - Aggressive 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

Diversified investment within and across global securities markets. Allocations to bonds, equities and cash will vary over time. Equity selections will be based on price and long-term total return prospects. All investments will be expected to conform to our social and environmental criteria.

Performance

Aggressive over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.2% 0.1% -0.2% 0.0%
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 -11.7% -6.6% 1.9% -16.6% 11.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 2.21
Prudential PLC ORD 2.00
ARM Holdings PLC ORD 1.95
Kingspan Group PLC ORD 1.71
Unilever PLC ORD 1.53
BT Group PLC ORD 1.42
Kroton Educacional SA ORD 1.41
Legal & General Group PLC ORD 1.41
Oil Search Ltd ORD 1.41
Ecolab Inc ORD 1.31
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size424Mn
  • Base currencyGBP
  • ISIN GB0030030281

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

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.    

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