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ALLIANCE TRUST GLOBAL THEMATIC OPPORTUNITIES A - Fund overview

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Overview of ALLIANCE TRUST GLOBAL THEMATIC OPPORTUNITIES A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ALLIANCE TRUST GLOBAL THEMATIC OPPORTUNITIES A does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

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Fund summary

Sector	Global
Product type	OEIC
Launched	December, 2011
Size	–
Yield	0.0%
Charging basis	Income
Dividends paid	–
Bid price	97.58p

Fund Charges

Standard Initial charge	5.00%
Initial charge via Bestinvest	2.00%
Additional bid/offer spread	0.00%
Annual management charge	1.20%
Total expense ratio	1.35%
Reduction in yield (10yr)	1.55%

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No information available.

Portfolio

alliance trust global thematic opportunities a asset allocation illustration

Allocation		Proportion

	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

alliance trust global thematic opportunities a equity geographic illustration

Allocation		Proportion

	UK	10%
	Europe	20%
	Nth America	50%
	Japan	10%
	Pacific	10%
	Other Equity	–

alliance trust global thematic opportunities a equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for ALLIANCE TRUST GLOBAL THEMATIC OPPORTUNITIES A

Investment process

The Fund aims to achieve long term capital growth primarily from investment in a portfolio of equities quoted on world stock markets.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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