A one-stop shop for global equity investing
There’s a multitude of funds available to DIY investors from index- trackers to specialist regional or sector funds. Investors are faced with almost limitless choice. But, unless you have the time and conĆdence to be your own fund manager, building and managing a portfolio can be complex and confusing. Alliance Witan aims to do all the hard work for you. We offer a competitively priced, one-stop shop for global equities that provides peace of mind.
OUR OBJECTIVE The fund is designed to deliver a return over the long term that beats inćation through a combination of capital growth and a rising dividend. Our team of expert fund managers invests in stock markets worldwide, resulting in a balanced equity portfolio which avoids taking bets on any country, sector or investment style outperforming. We focus on picking companies that we consider to be the best across the whole market. WHO WE ARE We’re one of the UK’s most established investment trusts, delivering dynamic diversiĆed investment opportunities since 1988.
EXCLUSIVE STOCK PICKS Alliance Witan is the only way UK private investors can gain access to these managers’ concentrated stock picks. RISK CONTROLLED Our multi-manager approach aims to reduce risk and volatility, smoothing out performance peaks and troughs associated with a single manager’s approach to investing. RELIABLE AND INCREASING DIVIDENDS We’re also proud of our track record of paying rising dividends. Over the years, we have been able to build up signiĆcant reserves which we can draw on to sustain our progressive dividend policy for investors. We aim to extend our current 59-year record of increasing dividends in 2026 and beyond. COMPETITIVE COSTS Finally, we aim to keep costs as low as possible to ensure they don’t eat into your returns. Our ongoing charges ratio at the end of 2025 was 0.47%. 3 ONE FUND, MULTIPLE DRIVERS OF RETURN With multiple drivers of return in one fund managed by experts, we believe Alliance Witan could be the only equity investment you will ever need.
OUR STOCK PICKERS
DESIGNED FOR STEADY LONG-TERM GROWTH
Returns are driven by the skill of 11 fund managers. Each contributes 10-20 of their most exciting ideas, which collectively make up Alliance Witan’s portfolio. The managers’ high conviction stock picking approach gives the portfolio strong potential to outperform its benchmark over the long term 1 . EXPERT MANAGER SELECTION Our team of 11 complimentary fund managers is chosen by WTW, who manages over $187bn in portfolios worldwide 2 , and has decades of experience advising some of the world’s largest pension schemes.
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Invesঞng gives your money the opportunity to grow over the long term, but investments can rise and fall, you may get back less than you invested. Dividend increases not guaranteed. Issued and approved by Towers Watson Investment Management Limited (TWIM), authorised and regulated by the Financial Conduct Authority, (FRN 446740). Please refer to the KID and any other relevant documentation before making any Ćnal investment decisions. TWIM is the Alternative Investment Fund Manager (AIFM) for Alliance Witan PLC. TWIM is part of Willis Towers Watson. Alliance Witan PLC is listed on the London Stock Exchange and is registered in Scotland No SC1731. This information is for informational purposes only and should not be considered investment advice.
1. MSCI All Country World Index. 2. As at 31 December 2025. 3. The OCR includes a temporary fee waiver from the combination with Witan in October 2024. Since then, revised fee terms have been agreed with WTW. These should reduce the OCR to 0.46% in 2026 and 0.41% in 2027. 4. GQG manages an emerging markets and a global equity mandate for the Company.
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