Future–Fund
//Sustainable
AGM presentation
PeterRange
Michaelis
Investing for
tomorrow, today
/ Alliance Trust IMA
• Performance targets for core investments:
- Deliver >1% pa ahead of MSCI ACWI net of management fees on
rolling 3 year basis
- Deliver investment income to meet requirements of the
progressive dividend policy
/ Alliance Trust PLC : themes
%
Source: ATI / Factset as at 31/01/2017
Theme
12.11
Improving The Efficiency Of Energy Use
5.24
Increasing Electricity Generation From Renewable Sources
3.64
Improving Sanitation And Access To Clean Water
3.59
Accelerating The Transition To Lower Carbon Fuels
3.33
Improving Industrial Processes
2.75
Improving The Fuel Efficiency Of Cars
2.19
Increasing Waste Treatment And Recycling
13.49
Providing Affordable Healthcare Globally
12.07
Connecting People
5.52
Enabling Innovation Within The Healthcare System
1.10
Building Better Homes
20.38
Increasing Financial Resilience
2.70
Better Monitoring of Supply Chains And Quality Control
2.34
Neutral
1.01
Leading in Governance
Source: Factset as at 31.03.17
NXP
MSCI World
Relevant themes and trends:
• Improving fuel efficiency of cars
• Improving auto safety
4
31/03/2017
17/03/2017
03/03/2017
17/02/2017
03/02/2017
20/01/2017
06/01/2017
23/12/2016
09/12/2016
25/11/2016
11/11/2016
28/10/2016
14/10/2016
30/09/2016
16/09/2016
02/09/2016
19/08/2016
05/08/2016
22/07/2016
08/07/2016
24/06/2016
10/06/2016
27/05/2016
13/05/2016
29/04/2016
15/04/2016
01/04/2016
18/03/2016
04/03/2016
19/02/2016
05/02/2016
22/01/2016
08/01/2016
25/12/2015
11/12/2015
27/11/2015
/ NXP +41.04% share price performance
150
140
130
120
110
100
90
80
70
/ Improving auto safety: KPIs
1.3m
People die each year on the world’s roads, making road traffic injuries a leading
cause of death globally
50%
UN Decade of Action on Road Safety reduction target by 2020
Now Sustainable Development Goal 3.6
€58bn
Estimated size of the market for Advanced Driver Assistance Systems
technology by 2025 (Kepler)
37%
Take rate of Automatic Emergency braking and Forward Collision Warning
by 2020 from 9% in 2015
Source: WHO Global Status Report on Road Safety 2015, Berenberg
5
/ Important Information
This financial promotion has been approved by Towers Watson Limited ("Willis Towers Watson"), authorised and
regulated by the Financial Conduct Authority. This presentation includes certain information and materials
prepared for Alliance Trust PLC (the “Company”) by Alliance Trust Investments. Unless stated specifically
otherwise, this presentation is not a recommendation, offer or solicitation to buy or sell and any prices or
quotations contained herein are for information purposes only.
This presentation has been prepared for general information purposes only and must not be relied upon in
connection with any investment decision. Under no circumstances should this presentation nor any of the
information contained within it be considered a substitute for specific professional advice. Potential investors
should seek independent financial advice from a financial advisor who is authorised under the Financial Services
and Markets Act 2000 before making any investment decision.
All financial investments carry risk. The value of an investment, and the income derived from it, if any, may go
down as well as up and an investor may not get back the amount invested. Past performance is not a guide to
future performance. This document contains certain forward‐looking statements with respect to the financial
condition, results of operations and businesses and plans of the Company and its subsidiaries (the “Group”). These
statements and forecasts involve risk and uncertainty because they relate to events and depend upon
circumstances that have not yet occurred. There are a number of factors that could cause actual results or
developments to differ materially from those expressed or implied by these forward‐looking statements and
forecasts. As a result, the Group’s actual future financial condition, results of operations and business and plans
may differ materially from the plans, goals and expectations expressed or implied by these forward‐looking
statements. The Company undertakes no obligation publicly to update or revise forward‐ looking statements,
except as may be required by applicable law and regulation (including the Listing Rules of the Financial Conduct
Authority). Nothing in this presentation should be construed as a profit forecast or be relied upon as a guide to
future performance.
/ AGM Presentation – Peter
Michaelis