Alliance Trust PLC Equity portfolio Ilario Di Bon Head of Equities 3 May 2013.

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Presentation transcript:

Alliance Trust PLC Equity portfolio Ilario Di Bon Head of Equities 3 May 2013

Alliance Trust – key features Unconstrained approach – investing wherever the best opportunities are available High conviction – maximum impact of team’s insights Long-term horizon – fundamental analysis supported by thematic framework and emphasis on sustainability Combination of capital growth and income

Alliance Trust – unconstrained approach

Alliance Trust – idea generation Structural themes and sustainability underpin fundamental stock selection

Idea generation – investment themes

Ideas – sustainable transportation Source: BorgWarner

Ideas – Hyundai Mobis (sustainable transportation)

Ideas – BorgWarner (sustainable transportation)

Ideas – personalised medicine Source: National Human Genome Research Institute

Ideas – Roche (personalised medicine) Drugs that target specific genetic mutations Increase the probability of success Reduce development times Require smaller trials Reduce overall drug costs for payers 53% of non small cell lung cancer patients have a genetic mutation driving their cancer

Ideas – Asian automation China’s population is ageing

Ideas – Fanuc (Asian automation) Fanuc enables China’s opportunity to improve efficiency and move up the value chain

Equity portfolio performance Source: FactSet

Important information Whilst considerable care has been taken in compiling the content of this presentation, no representation or warranty, expressed or implied, is made by Alliance Trust PLC as to its accuracy or completeness. The value of investments and the income from them may go down as well as up and are not guaranteed. The original amount invested may not be returned. Any examples are for illustration purposes only, the figures are not guaranteed and should not be relied on. Past performance is not a guide to future performance. Further information is available on our website All figures and graphs are sourced at Alliance Trust PLC unless otherwise stated. Nothing said or covered by the presentation today should be construed as being an inducement or invitation in investment activity. No advice is given by Alliance Trust PLC.