Saturday 22nd October 2016                 Change text size:

Why we choose to benchmark against mainstream peer groups

Leaf Ampersand

We have always and will continue to benchmark our Sustainable Future fund range against mainstream benchmarks and mainstream peer groups.


  • Alliance Trust Sustainable Future UK Growth and Alliance Trust Ethical Funds: FTSE All-Share
  • Alliance Trust Sustainable Future Global Growth Fund: MSCI World
  • Alliance Trust Sustainable Future Managed Fund: IMA Mixed Investment (40-85% shares) peer group
  • Alliance Trust Sustainable Future European Growth Fund: FTSE World Europe ex UK.

We aim to deliver superior performance to the benchmark and to have similar volatility to these benchmarks. Our competition is every fund in the mainstream peer group.

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