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Taking Stock

Taking Stock is our regular investment trust magazine.

Patrick Mill

Patrick Mill

Chief Executive
Alliance Trust Savings

Welcome to the Winter issue of Taking Stock

Our investment trust magazine for Alliance Trust Savings customers.

What does the future hold?

As 2016 closes, it’s natural for investors to start reviewing portfolios and thinking about their next steps, which is why we decided to devote this edition to future gazing.

Based on actual research rather than crystal balls, our contributors put forward a range of fascinating views about how the global economy is developing and you will see a strong connecting theme – the disrupting power of new technology.

From driverless cars to artificial intelligence, the pace of change feels relentless. There are threats to some traditional industries and business models of course, but there are also many opportunities. For those of you interested in searching out growth by investing in disruptor businesses, or even emerging and frontier markets, I hope you will find something here that inspires.

Trade and win – Christmas hamper promotion

If you are thinking of making portfolio changes, don’t miss our ‘12 Days of Christmas’ hamper promotion. Just trade through your Alliance Trust Savings account between 5 and 20 December for a chance to win a festive Fortnum & Mason hamper. You’ll find more details here.

Top 20

As always, we like to keep you informed on where other investors are putting their money. We have provided a breakdown of the Top 20 most popular investment trusts selected by Alliance Trust Savings customers. To find out more about all the investment trusts available on our platform, you can also use our online Investment Selector tool, available at alliancetrustsavings.co.uk.

I hope you enjoy reading this issue of Taking Stock and find the content useful and informative. If you have any feedback or suggestions for future editions, please email us.

Read the online version

Important Information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

All investments carry an element of risk which may differ significantly. If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.

Legislation and taxation may change in the future. Current tax advantages may change and could be withdrawn, tax rates and reliefs may change and depend on your individual circumstances.

The articles in this magazine are provided by carefully selected contributors and are published without any representation or endorsement made by or from us of any kind whether express or implied, including but not limited to the opinions expressed, appropriateness of any recommendation made, fitness for a particular purpose, compatibility with any investment strategy or accuracy.

Download Magazines

Taking Stock Autumn 2016 PDF

Taking Stock Summer 2016 PDF

Taking Stock Spring 2016 PDF

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Alliance Trust Savings Limited is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings gives no financial or investment advice.