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Alliance Trust

Closed-end funds and OEICs
MaraMan
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Re: Alliance Trust

#134963

Postby MaraMan » April 26th, 2018, 5:25 pm

Thanks for the update Dod, I will follow it with interest.
MM

kiloran
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Re: Alliance Trust

#134969

Postby kiloran » April 26th, 2018, 5:59 pm

FredBloggs wrote:I'm quite happy to be wrong if you're happy with AT. Make a note in your diary to take a look again at the end of April 2013. Then we'll know for certain.

I hope Dod101 keeps his old diaries :D

--kiloran

Dod101
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Re: Alliance Trust

#134984

Postby Dod101 » April 26th, 2018, 7:03 pm

I will certainly follow this up in the years ahead. Whether I can follow this up in 2023 is in the lap of the Gods but I am genuinely happy with the way things are going, and the ongoing charges, despite the apparently top heavy structure is only 0.54% for 2017.

Dod

scotia
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Re: Alliance Trust

#135018

Postby scotia » April 26th, 2018, 11:49 pm

As an investor in the Alliance Trust, I am hoping for better times. Maybe I'm being a bit impatient, but its recent performance is best described as pedestrian.
Checking out its performance from the charts at the HL site, It appears to have returned 6.14% over the past 12 months. Witan, which is also following this multi manager route has returned 7.61%. Foreign and Colonial has returned 15.86%, but if you want to look for a Scottish managed trust which has set the heather alight, then Edinburgh Worldwide has returned 41.84%. Happily I also own Foreign and Colonial and Edinburgh Worldwide.


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