Data as at: 11/07/2024

Fund manager benchmark
MSCI All Country World

Performance (%)

Return type 1 year 3 years 5 years 10 years
Alliance Trust Share price total return 25.8 31.4 67.1 244.9
Global AIC sector Share price total return 30.8 -8.8 55.4 249.2
Alliance Trust NAV total return 23.0 27.6 64.2 207.0
Global AIC sector NAV total return 20.8 -4.1 66.1 244.9
Morningstar Developed Markets * Total return 22.6 29.5 66.9 218.3
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Discrete annual performance (%)

Return type 11/07/19 - 20 11/07/20 - 21 11/07/21 - 22 11/07/22 - 23 11/07/23 - 24
Alliance Trust Share price total return -0.4 27.7 -4.3 9.2 25.8
Alliance Trust NAV total return 0.6 28.4 -6.9 9.1 23.0
Morningstar Developed Markets * Total return 2.2 28.9 -2.4 8.5 22.6
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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