Alliance Witan PLC (ALW)

Category Global Large-Cap Blend Equity
star-filledstar-filledstar-filled
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

1,334.00p

Buy

1,335.00p

arrow-up12.00p (+0.91%)

Discount/Premium

-4.77%

Estimated NAV

1,408.234p

Prices updated at 27 Jul 2026, 16:35 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment 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.
FTSE All-Share
arrow-up0.43%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
30 Jun 15 - 30 Jun 1610.882.63
30 Jun 16 - 30 Jun 1736.4131.43
30 Jun 17 - 30 Jun 188.8015.03
30 Jun 18 - 30 Jun 198.395.73
30 Jun 19 - 30 Jun 200.330.43
30 Jun 20 - 30 Jun 2128.8827.78
30 Jun 21 - 30 Jun 22-6.95-19.06
30 Jun 22 - 30 Jun 2314.286.67
30 Jun 23 - 30 Jun 2423.0321.81
30 Jun 24 - 30 Jun 253.076.25
30 Jun 25 - 30 Jun 2612.4613.58

Primary benchmark: MSCI All Country World

Peer group index: Morningstar IT Global

Trailing returns (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
1 Day0.910.56
1 Month-0.07-0.67
3 Months5.041.63
6 Months6.963.09
1 Year7.996.53
3 Years annualised11.1411.79
5 Years annualised8.304.38

Primary benchmark: MSCI All Country World

Peer group index: Morningstar IT Global

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.

© Copyright 2026 Morningstar. All rights reserved. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

The ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.