Alliance Trust plc (ATST.L)
Alliance Trust plc is a publicly owned investment manager. The firm provides its services to retail investors and institutional investors. It invests in public equity markets. Alliance Trust plc was founded on April 21, 1888 and is based in Dundee, United Kingdom with an additional office in London, United Kingdom.
Company Info
ISIN | GB00B11V7W98 |
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Sector | Financials |
Industry | Collective Investments |
Highlights
Market Cap | £3.57B |
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EPS | £2.09 |
PE Ratio | 6.02 |
Revenue (TTM) | £649.98M |
Gross Profit (TTM) | -£263.15M |
EBITDA (TTM) | £543.40M |
Year Range | £956.02 - £1,258.00 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Alliance Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Alliance Trust plc had a return of 13.74% year-to-date (YTD) and 30.79% in the last 12 months. Over the past 10 years, Alliance Trust plc had an annualized return of 13.28%, outperforming the S&P 500 benchmark which had an annualized return of 10.90%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 13.74% | 11.05% |
1 month | 4.49% | 4.86% |
6 months | 20.04% | 17.50% |
1 year | 30.79% | 27.37% |
5 years (annualized) | 12.45% | 13.14% |
10 years (annualized) | 13.28% | 10.90% |
Monthly Returns
The table below presents the monthly returns of ATST.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.16% | 4.43% | 4.24% | -0.16% | 13.74% | ||||||||
2023 | 5.49% | -0.10% | -1.92% | 1.23% | 0.41% | 2.46% | 3.77% | 0.42% | -0.77% | -3.76% | 5.75% | 6.11% | 20.18% |
2022 | -4.36% | -2.33% | 2.93% | -1.32% | -0.72% | -5.83% | 7.63% | -0.10% | -4.76% | 3.48% | 2.31% | -2.07% | -5.82% |
2021 | -3.66% | 0.92% | 6.47% | 6.14% | -1.12% | 2.23% | 1.11% | 3.39% | -1.96% | 1.78% | -0.97% | 1.55% | 16.50% |
2020 | -2.02% | -8.99% | -13.74% | 13.71% | 3.42% | 4.19% | -0.77% | 5.66% | -0.42% | -1.11% | 9.32% | 2.80% | 9.35% |
2019 | 5.38% | 1.52% | 1.96% | 4.55% | -3.46% | 6.06% | 4.65% | -4.20% | 0.56% | -2.00% | 4.60% | 3.01% | 24.30% |
2018 | 0.74% | -1.86% | -4.86% | 4.15% | 1.79% | 1.40% | 2.67% | 1.17% | 0.05% | -6.33% | 1.79% | -6.34% | -6.16% |
2017 | 1.80% | 4.77% | 1.14% | -0.29% | 2.34% | 0.62% | 2.07% | 1.93% | -1.17% | 2.58% | -0.14% | 2.16% | 19.19% |
2016 | -5.28% | 1.59% | 1.69% | 0.90% | 2.76% | 1.13% | 7.82% | 1.30% | 1.14% | 2.86% | -2.19% | 10.82% | 26.37% |
2015 | 2.07% | 1.08% | 3.61% | -0.49% | 0.49% | -4.37% | 2.17% | -5.30% | -1.76% | 10.00% | 1.49% | 1.86% | 10.48% |
2014 | -2.47% | 4.56% | -0.50% | -2.71% | 2.49% | -1.35% | -0.65% | 2.56% | 0.15% | 2.32% | 3.59% | 0.42% | 8.41% |
2013 | 7.49% | 5.40% | 1.70% | 2.53% | 2.38% | -5.26% | 4.12% | -4.32% | 0.54% | 5.36% | -0.42% | 1.33% | 22.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ATST.L is 94, placing it in the top 6% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
ATST.L (Alliance Trust plc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Alliance Trust plc (ATST.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Alliance Trust plc granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to £0.25 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | £0.25 | £0.25 | £0.24 | £0.17 | £0.14 | £0.14 | £0.13 | £0.13 | £0.13 | £0.12 | £0.09 | £0.07 |
Dividend yield | 0.02% | 0.02% | 0.03% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Alliance Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.06 | |||||||
2023 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.06 | £0.00 | £0.06 | £0.00 | £0.00 | £0.06 | £0.00 | £0.25 |
2022 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.06 | £0.24 |
2021 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.06 | £0.17 |
2020 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.04 | £0.14 |
2019 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.14 |
2018 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.13 |
2017 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.03 | £0.13 |
2016 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.03 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.04 | £0.13 |
2015 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.03 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £0.04 | £0.12 |
2014 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.01 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.02 | £0.09 |
2013 | £0.02 | £0.00 | £0.00 | £0.00 | £0.00 | £0.02 | £0.00 | £0.00 | £0.00 | £0.02 | £0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Alliance Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Alliance Trust plc was 41.44%, occurring on Oct 16, 2008. Recovery took 519 trading sessions.
The current Alliance Trust plc drawdown is 0.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.44% | Jun 5, 2007 | 349 | Oct 16, 2008 | 519 | Nov 4, 2010 | 868 |
-37.5% | Feb 20, 2020 | 21 | Mar 19, 2020 | 162 | Nov 9, 2020 | 183 |
-37.45% | Sep 5, 2000 | 523 | Sep 30, 2002 | 757 | Sep 28, 2005 | 1280 |
-34.35% | Aug 18, 1987 | 55 | Nov 10, 1987 | 341 | May 19, 1989 | 396 |
-31.67% | Jan 13, 2011 | 40 | Mar 9, 2011 | 25 | Apr 13, 2011 | 65 |
Volatility
Volatility Chart
The current Alliance Trust plc volatility is 3.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
TTM | |
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Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |