Alliance Witan
Overview
Established in 1888, Alliance Witan is one of the UK's most established investment trusts, focusing on global equities. The trust aims to deliver long-term capital growth and a rising dividend by investing in a diversified portfolio of companies worldwide. It is listed on the London Stock Exchange and is a constituent of the FTSE 100 Index. The trust employs a multi-manager approach, selecting a team of 11 highly skilled fund managers, each bringing distinct investment styles. These managers are tasked with choosing no more than 20 high-conviction stocks from around the world, aiming to maximize potential returns while managing risk. This strategy is designed to provide a resilient portfolio that balances risk and reward. In 2024, Alliance Trust and Witan merged to form Alliance Witan, creating one of the largest investment trusts in the UK market. This merger has enhanced the trust's scale and opportunity, allowing it to offer investors improved share liquidity, reduced fees, and enhanced dividend offerings. The trust's diversified approach has helped it navigate market volatility and outperform global equities over the past five years. Investment Requirements: Alliance Witan is primarily available to UK investors. Potential investors should consult a qualified financial adviser or stockbroker to determine suitability. Year Founded: 1888
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Alliance Witan
What sectors does Alliance Witan invest in?
Alliance Witan invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Dundee City, United Kingdom. Alliance Witan is listed as a other in the ConnectSafely investor database.
What stage does Alliance Witan invest at?
Alliance Witan backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Alliance Witan invest in?
Alliance Witan invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Alliance Witan?
Team members listed for Alliance Witan include Rowland Strickland (Chief Operating Officer) and Lesley Knox (Chairman).
What companies has Alliance Witan invested in?
Alliance Witan's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and JPMorgan Chase.
How do I contact Alliance Witan?
Alliance Witan's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
