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About the company
Alliance Witan PLC is a United Kingdom-based investment trust. The Company’s objective is to be a core investment for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of different sectors and industries to achieve its objective. It aims to deliver long term growth in capital and income through investing in the world’s stock markets. Its portfolio is designed to be a core investment for retail investors, professionally advised private clients and institutions. The Company’s portfolio of investments in various sectors includes information technology, industrial, financials, healthcare, communication services, consumer discretionary, energy, consumer staples, materials, utilities, real estate, and stock picker cash. Its alternative investment fund manager is Towers Watson Investment Management Limited.
- Revenue in GBP (TTM)190.90m
- Net income in GBP133.11m
- Incorporated1888
- Employees0.00
- LocationAlliance Witan PLCRiver Court, 5 West Victoria Dock RoadDUNDEE DD1 3JTUnited KingdomGBR
- Phone+44 13 8293 8320Fax+44 13 8232 1185
- Websitehttps://www.alliancewitan.com/
Profile
| Management group(s) | Towers Watson Investment Management Limited |
|---|---|
| AIC sector | Global |
| ISIN | GB00B11V7W98 |
| Launch date | 21 Apr 1888 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To be a core investment for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests primarily in global equities across a wide range of different sectors and industries to achieve its objective.
Managed by
| Mark Davis, Stuart Gray, Craig Baker |
|---|
Management & contract fees
the management fee payable by ATST will be adjusted based on the Enlarged ATST’s market capitalisation. Specifically, the fee will be set at 0.52 percent per annum on the first £2.5 billion, 0.49 percent per annum on market capitalisation exceeding £2.5 billion but not exceeding £5.0 billion, and 0.46 percent per annum on any market capitalisation above £5.0 billion.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Monks Investment Trust PLC | 506.90m | 485.20m |
| Templeton Emerging Markets Inv Trust plc | 522.30m | 490.15m |
| Quilter PLC | 4.63bn | -1.00m |
| City of London Investment Trust plc | 356.99m | 342.12m |
| Man Group PLC | 958.93m | 135.94m |
| RIT Capital Partners plc | 342.70m | 267.60m |
| 3i Infrastructure PLC | 564.00m | 422.00m |
| JPMorgan Global Growth & Income PLC | 55.64m | 33.99m |
| Aberdeen Group PLC | 1.33bn | 329.00m |
| IG Group Holdings plc | 1.09bn | 380.40m |
| Alliance Witan PLC | 190.90m | 133.11m |
| ICG PLC | 1.14bn | 596.00m |
| Polar Capital Technology Trust plc | 2.18bn | 2.14bn |
| Investec plc | 3.95bn | 633.65m |
| F&C Investment Trust PLC | 400.13m | 349.30m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Rathbones Investment Management Ltd.as of 10 Oct 2024 | 16.64m | 4.35% |
| Hargreaves Lansdown Fund Managers Ltd.as of 03 Nov 2025 | 6.35m | 1.66% |
| J. M. Finn & Co. Ltd.as of 03 Nov 2025 | 4.33m | 1.13% |
| BlackRock Investment Management (UK) Ltd.as of 03 Nov 2025 | 3.85m | 1.01% |
| Vanguard Asset Management Ltd.as of 31 Dec 2025 | 3.63m | 0.95% |
| Schroder & Co Bank AG (Private Banking)as of 03 Nov 2025 | 3.54m | 0.93% |
| Quilter Cheviot Ltd.as of 03 Nov 2025 | 2.99m | 0.78% |
| Legal & General Investment Management Ltd.as of 03 Nov 2025 | 2.46m | 0.64% |
| Schroder Investment Management Ltd.as of 03 Nov 2025 | 2.42m | 0.63% |
| HSBC Global Asset Management (UK) Ltd.as of 03 Nov 2025 | 2.40m | 0.63% |
