Alliance Witan - Annual Overview from QuotedData
13th August 2025
A new giant for a new market reality
Alliance Witan (ALW), the result of the merger between Alliance Trust and Witan in October 2024, is now an investment juggernaut. The combined entity now has c.£4.5bn in assets and has been propelled into FTSE 100. Investors are benefitting from superior liquidity in its shares, lower fees, and a more attractive dividend. Under its multi-manager approach, ALW's NAV returns have edged ahead of global equities over the last five years and have easily beaten its average peer.
ALW has added two new managers to its roster, Jennison Associates and EdgePoint. On average, the underlying managers have a more defensive stance, with increased underweight exposures to US tech and healthcare, and subtle reallocations toward energy, materials, and utilities. This positioned ALW well for the market turbulence sparked by US president Trump's tariff announcements. While markets have rebounded since, in a world of greater geopolitical and economic uncertainty, ALW's diversified yet active approach should be an advantage.
Full Research:
https://quoteddata.com/research/alliance-witan-a-new-giant-for-a-new-market-reality-qd/
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