Alliance Witan edges ahead with diversified approach amid market shifts

Published 13/08/2025, 11:12
Alliance Witan edges ahead with diversified approach amid market shifts

LONDON - Alliance Witan (ALW), formed through the merger of Alliance Trust and Witan in October 2024, has grown into a £4.5 billion investment trust that has secured a position in the FTSE 100, according to a company press release statement.

The investment trust has outperformed global equities over the past five years and has exceeded returns of its average peer, the statement noted. Following the merger, investors have benefited from improved share liquidity, reduced fees, and enhanced dividend offerings.

Alliance Witan has expanded its multi-manager approach by adding Jennison Associates and EdgePoint to its roster of investment managers. The trust’s underlying managers have adopted a more defensive investment stance, reducing exposure to U.S. technology and healthcare sectors while increasing allocations to energy, materials, and utilities.

This positioning reportedly helped the trust navigate market volatility following tariff announcements by U.S. President Trump, though markets have since recovered from initial disruptions.

The trust’s diversified approach aims to provide stability amid increasing geopolitical and economic uncertainties, according to the press release. The merger completed in October last year created one of the largest investment trusts in the UK market.

Alliance Witan trades on the London Stock Exchange and manages a global equity portfolio through its multi-manager investment structure, which delegates portions of the portfolio to different specialist managers.

The information about Alliance Witan’s performance and strategy was published in an annual overview report by QuotedData, an investment research firm.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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