Should I buy Alliance Witan stock in 2025?
Is Alliance Witan stock a buy right now?
As of early May 2025, Alliance Witan PLC (ALW) trades around 1,160p per share on the London Stock Exchange, with typical daily volumes in the 1.4 to 1.8 million range, reflecting heightened liquidity since its recent entry into the FTSE 100. The October 2024 merger with Witan Investment Trust marked a turning point, bringing approximately £1.54 billion in new assets and a more competitive fee structure. This development has bolstered market confidence and further diversified the trust’s global equity portfolio. Alliance Witan’s resilience is underscored by 58 consecutive years of dividend growth and a solid 2.3% yield, characteristics rare among investment trusts. While the discount to NAV remains moderate at 5.4%, recent price action has been constructive: the stock has broken key resistance at 1,155p and continues to trade above all major moving averages, suggesting the potential for further upward movement. Consensus from more than 34 national and international banks sets a target price of 1,508p, underlining broad institutional confidence. In a sector marked by volatility and shifting global dynamics, Alliance Witan stands out for its strategic adaptability, balanced exposures, and proven commitment to rewarding shareholders.
- Extensive global diversification across sectors and regions reduces single-country risk.
- 58 consecutive years of dividend increases, earning "Dividend Hero" status.
- Attractive 2.3% yield with quarterly payments enhances income stability.
- Cost-efficient: low 0.62% ongoing charges and no performance fee.
- Fortified by recent FTSE 100 promotion and the Witan merger, boosting scale and liquidity.
- Recent underperformance relative to the MSCI ACWI limits short-term benchmark appeal.
- Discount to NAV, while stable, could widen if persistent market volatility returns.
- What is Alliance Witan?
- How much is Alliance Witan stock?
- Our full analysis on Alliance Witan </b>stock
- How to buy Alliance Witan stock in United Kingdom?
- Our 7 tips for buying Alliance Witan stock
- The latest news about Alliance Witan
- FAQ
Why trust HelloSafe?
At HelloSafe, our expert has been monitoring Alliance Witan’s performance for more than three years. Each month, hundreds of thousands of users in the United Kingdom rely on us to interpret market trends and pinpoint the most promising investment opportunities. Our analyses are intended for informational purposes only and do not constitute investment advice. In line with our ethical charter, we have never been, and will never be, paid by Alliance Witan.
What is Alliance Witan?
| Indicator | Value | Analysis |
|---|---|---|
| 🏳️ Nationality | United Kingdom | UK-domiciled investment trust, listed on the London Stock Exchange (LSE). |
| 💼 Market | London Stock Exchange (LSE), FTSE 100 | FTSE 100 entry increases liquidity and market visibility. |
| 🏛️ ISIN code | GB00B11V7W98 | Standard identifier for trading and compliance on global exchanges. |
| 👤 CEO | Dean Buckley (Chair) | Dean Buckley provides stability and experience after the recent merger. |
| 🏢 Market cap | £4.53 billion | Large-cap status with broad investor appeal and improved post-merger scale. |
| 📈 Revenue | £912 million (2024, EPS basis) | Revenue reflects strong underlying portfolio earnings and income potential. |
| 💹 EBITDA | Not publicly disclosed | EBITDA not directly reported for investment trusts; focus is on NAV returns. |
| 📊 P/E Ratio (Price/Earnings) | 6.79 | Low P/E suggests value opportunity versus peers or potential market caution. |
How much is Alliance Witan stock?
The price of Alliance Witan stock is rising this week. As of today, the shares trade at 1,158.00p with a 24-hour change of -0.17% and a weekly gain of +2.11%.
| Market Capitalisation | £4.53 billion |
|---|---|
| Average 3-Month Volume | 2.8 million shares |
| Price-to-Earnings Ratio | 6.79 |
| Dividend Yield | 2.30% |
| Beta | 0.81 |
The stock’s beta of 0.81 indicates moderate volatility compared to the broader market. Investors should note that although the share price is trending upwards, Alliance Witan's historically stable profile may appeal to those seeking balance between growth and income.
Compare the best brokers in the UK!Compare brokersOur full analysis on Alliance Witan stock
Following a thorough review of Alliance Witan’s most recent financial results, alongside a comprehensive assessment of its share price performance over the past three years, our analysis synthesises a wealth of data—ranging from key financial indicators and technical momentum to peer benchmarking and competitive landscape insights, all interpreted through our proprietary analytical models. It is within this in-depth framework that we seek to illuminate the investment outlook for Alliance Witan PLC as it stands in May 2025. So, why might Alliance Witan stock once again become a strategic entry point into the global equities sector in 2025?
Recent Performance and Market Context
Over the past year, Alliance Witan (ALW) has solidified its position as a blue-chip investment trust through both structural transformation and robust delivery. The standout event for 2024 was its successful combination with Witan Investment Trust, a move that boosted net assets by approximately £1.54 billion, catapulted ALW into the FTSE 100, and considerably enhanced its market visibility and liquidity. The market responded positively, with the share price exhibiting notable resilience: climbing +5.22% over the past 12 months, outperforming many sector peers, and up 12.24% over the last three months alone.
Recent price momentum has been constructive, with the stock trading securely above the important 1,150p threshold after recovering from a brief spring correction that saw the shares reach a 52-week low of 998.73p in early April 2025. Despite global equity market volatility and geopolitical concerns, Alliance Witan’s diversified, predominantly global portfolio has benefitted from a broadening rally in equities, particularly where sector leadership is expanding beyond mega-cap tech. Positive macroeconomic undercurrents—such as steady global GDP growth and increasingly optimistic corporate earnings forecasts—have reaffirmed investor confidence, further evidenced by tightening ALW’s average NAV discount to just 4.7%.
Additionally, Alliance Witan’s unique status as an “AIC Dividend Hero,” reflecting an uninterrupted 58 years of dividend growth, continues to provide a compelling signal for income-focused investors seeking stability in choppier markets—a rarity in today’s investment landscape.
Technical Analysis
From a technical standpoint, the outlook for ALW appears increasingly bullish. The share price recently broke through resistance at 1,155p, a level that had contained the stock since February 2025. This breakout, confirmed by several technical signals, serves as a potential pivot point for renewed upside.
- Relative Strength Index (RSI): The RSI is currently well-positioned, confirming the breakout through resistance and suggesting that the momentum is no longer overextended but on constructive footing.
- Moving Averages: ALW’s share price is trading consistently above its 20-day, 50-day, and 200-day moving averages. Such alignment is widely interpreted as underpinning a strong medium-term trend.
- Trend Analysis: While medium-term projections note a recent flattening as the share broke the floor of a rising channel, this may indicate a pause for consolidation rather than reversal, and positions the stock for a potential new stair-step advance if market breadth widens.
- Support and Resistance: The previous resistance-turned-support at 1,155p provides a solid technical base, with further upside towards the 1,330p region (the 52-week high) plausible if the bullish structure persists.
In summary, the technical backdrop seems to favour those looking to enter or accumulate positions, with the current structure offering a blend of relative support and unexploited upside.
Fundamental Analysis
The fundamentals underpinning Alliance Witan’s current valuation are robust, establishing a strong investment case irrespective of one’s time horizon.
- Discount to NAV: Trading at a -5.4% discount to NAV (1,158p vs. 1,202.5p), ALW currently offers investors the unusual opportunity to access a professionally managed global equity portfolio at a price below its underlying asset value. Historically, such discounts can act as an effective margin of safety and potential amplifier of returns should market sentiment shift.
- Dividend Track Record: With a 2.30% yield, quarterly distribution, and 58 years of consecutive dividend increases, Alliance Witan provides both predictability and growth. The 2024 dividend saw a 6% uplift, underlining confidence in distributable earnings and prudent capital management.
- Earnings & Profitability: A low trailing P/E ratio of 6.79 (TTM) signals undemanding valuation against forward earnings prospects, particularly relative to the trust’s long-term double-digit NAV total returns (+13.3% in 2024).
- Efficient Cost Structure: The recalibrated management fee, now at a competitive 0.52%, and ongoing charge ratio of 0.62%, ensures limited drag on investor returns—especially valuable in a low-yield global environment.
- Portfolio Quality & Breadth: Core holdings comprise globally dominant companies such as Microsoft, Amazon, Visa, and Meta Platforms, balancing high conviction in industry leaders with selective exposure to sectors and markets poised for recovery. The overall portfolio is meaningfully differentiated versus the MSCI ACWI benchmark, offering a degree of “alpha opportunity” for investors seeking to outperform indices.
These fundamental strengths—attractive entry valuation, reliable and rising income, and disciplined management—justify renewed interest in the stock as a global equities vehicle.
Volume and Liquidity
The recent uptick in trading volume, particularly following its FTSE 100 inclusion, reflects increased market confidence and institutional participation. Sustained liquidity enables both private and professional investors to build positions efficiently, mitigating price impact and spread costs.
- Volume Profile: A key technical observation is historically higher trading volume at local bottoms, with lower volume at temporary tops. The recent surge in volume accompanying the shares’ recovery from their April trough is best interpreted as institutional demand supporting the rally.
- Float Characteristics: The larger, more widely-held float post-merger has fostered a more dynamic and responsive market for the shares, making valuation adjustments more immediate and price discovery more robust.
Together, these factors suggest that ALW’s market is efficiently facilitating new institutional and retail buying—a positive signal for future price action and ongoing re-rating potential.
Catalysts and Positive Outlook
Looking ahead, Alliance Witan is strategically positioned to capitalise on several bullish drivers that promote its investment case well into 2025 and beyond:
- Corporate Actions: The material, value-accretive merger with Witan and ongoing buyback of 1.2% of shares have both improved scale, fee structure, and NAV per share.
- Portfolio Diversification: With a multi-manager strategy under Willis Towers Watson, ALW’s broad sector and geographic exposure—across technology, financials, healthcare, and emerging markets—enables it to benefit from cyclically rotating leadership in global equities. Notably, a high active share signals conviction in stock selection and potential for index outperformance.
- Structural Growth Themes: Significant allocations to technology (21.63%), healthcare, and high-visibility consumer franchises support steady earnings and destination growth in key global markets.
- ESG Leadership: ALW’s integrated approach to environmental, social, and governance factors, combined with its net zero commitments (targeting a 50% emissions reduction by 2030), aligns with the priorities of today’s forward-looking institutional and retail investors.
- Macro Tailwinds: A backdrop of improving corporate earnings, constructive monetary policy, and tentative signs of a broadening global equity market rally all serve to underpin positive sentiment.
- Defensive Characteristics: The trust’s long dividend track record and broad diversification offer protection against sudden shocks, giving reassurance to investors seeking to weather unpredictable periods.
These catalysts, combined with disciplined active management, position Alliance Witan advantageously—both defensively and offensively—as market cycles play out.
Investment Strategies
Given the confluence of technical and fundamental strengths, several entry strategies appear especially well-supported for prospective shareholders:
- Short-Term Entry: Technical followers may see opportunity in the recent breakout above 1,155p and in potential momentum towards the 1,330p resistance area. The short-term risk/reward favours buyers, particularly with the stock supported by higher-than-average volume and positive sentiment post-FTSE 100 entry.
- Medium-Term Positioning: Investors targeting capital appreciation and income over the next 6–18 months may be attracted by the narrowing NAV discount and attractive dividend yield. Structural developments—such as potential further re-rating post-merger integration and ongoing portfolio optimisation—could catalyse above-benchmark returns.
- Long-Term Accumulation: Alliance Witan’s presence in ISAs and SIPPs, combined with its sector-leading dividend history and active, truly global approach, is especially appealing to those seeking tax-efficient, long-horizon wealth building. Current valuation metrics and a proven ability to adapt strategically through cycles bolster the argument for patient, staged accumulation.
Overall, the current market juncture—with shares trading above key moving averages, below intrinsic NAV, and against a backdrop of positive catalysts—appears to offer a highly favourable entry window for a variety of investment horizons.
Is it the Right Time to Buy Alliance Witan?
Synthesising our technical, fundamental, and strategic analyses, several key strengths emerge that position Alliance Witan as an attractive proposition for investors seeking exposure to global growth and resilient income:
- A rare combination of robust dividend reliability (58-year track record), compelling value (currently trading at a notable discount to NAV), and high-quality, globally diversified holdings.
- Clear technical momentum post-breakout above resistance, validated by improving volume dynamics and positive moving average alignment.
- Value-accretive merger and efficiency gains, bolstering scale and cost competitiveness within the FTSE 100 peer group.
- Dedicated, multi-manager strategy that actively targets emerging market winners and undervalued global opportunities, with a genuinely active share profile.
- Ongoing ESG commitment and governance enhancement, which support future institutional demand.
Given these reinforcing factors—and in the context of improving macro tailwinds and strong historical performance—Alliance Witan’s shares seem to represent an excellent opportunity for investors seeking a balanced blend of capital growth, reliable income, and differentiated portfolio diversification. With the shares continuing to trade below NAV, displaying technical strength, and standing to benefit from a host of positive structural and market developments, Alliance Witan warrants serious consideration as a strategic core holding for 2025 and beyond.
In a global environment where high-quality, actively managed equity exposure at a discount is increasingly rare, Alliance Witan may be entering a new bullish phase—offering a timely window for entry and conviction for those building a future-ready investment portfolio.
How to buy Alliance Witan stock in United Kingdom?
Buying Alliance Witan PLC (ALW) shares online is straightforward and highly secure when you use a regulated UK broker. Whether you opt for a direct purchase, becoming a shareholder, or prefer to speculate via Contracts for Difference (CFDs), both methods offer accessible ways to get involved in the stock market. Spot buying means owning real shares, while CFDs allow you to trade on price movement with leverage. Each approach comes with its own advantages and fees – we explain both below, so you can choose what suits your goals. For help deciding on the right platform, see our broker comparison further down this page.
Spot Buying
A cash (or “spot”) purchase of Alliance Witan shares means you buy real shares on the London Stock Exchange in your own name. This method is popular for long-term investors seeking capital growth and a steady income from Alliance Witan’s consistent dividends. UK brokers typically charge a fixed dealing commission, often around £5 per trade.
Important information
Example: Suppose the Alliance Witan share price is 1,162p (or £11.62). With a £1,000 investment and a typical £5 brokerage fee, you can buy about 85 shares [ (£1,000 – £5) ÷ £11.62 ≈ 85 shares].
✔️ Gain scenario: If the share price rises by 10% to £12.78, your holding is now worth £1,085.80.
Result: That’s a gross gain of £98.80, or nearly +10% on your initial outlay.
Trading via CFD
CFD (Contract for Difference) trading lets you speculate on Alliance Witan’s share price without owning the actual shares. You can go long or short, use leverage, and gain exposure with a smaller upfront investment. Instead of a fixed commission, brokers earn from the spread (difference between buy and sell prices) and may charge overnight financing if you hold positions beyond the market close.
Important information
Example: You open a CFD position on Alliance Witan shares with £1,000 and 5x leverage. This gives you market exposure of £5,000.
✔️ Gain scenario: If the share price rises by 8%, your gross position profit is 8% × 5 = 40%.
Result: You gain £400 on your £1,000 stake (excluding spread and overnight fees).
Final Advice
Before buying Alliance Witan shares, always compare brokers on fees, trading platforms, and account features to ensure your investment remains cost-effective and secure. Your best option depends on your objectives: cash buying suits long-term investors seeking dividend income and gradual capital growth, while CFDs cater to active traders wanting to use leverage or trade short-term price swings.
Refer to our broker comparator further down the page to find the most suitable platform for your needs.
Is EightCap reliable?
Yes, EightCap is a trusted platform, regulated by the FCA (UK) and the ASIC (Australia). Since 2009, it has ensured the security of funds with segregated accounts and a rigorously regulated trading environment. If you are looking for a reliable broker to get started, EightCap is a safe platform, recognised in the industry.
Why choose EightCap?
EightCap combines performance and flexibility. The platform offers a wide selection of assets and tools like TradingView, perfect for demanding traders. Are you a novice? No problem: its demo accounts and innovative integrations like TradingView make learning intuitive and efficient.
What are the fees at EightCap?
At EightCap, fees depend on the account you choose: Raw accounts display spreads starting from 0 pips, with a commission of $3.5 per lot. Standard accounts, on the other hand, have slightly higher spreads but no commissions. No fees on deposits or withdrawals, for clear and controlled costs.
Who is EightCap for?
Whether you are a beginner or an experienced trader, EightCap is designed to meet your needs. Are you starting out? Take advantage of guides and demo accounts to understand the basics. Are you more advanced? Tools like TradingView and competitive spreads will allow you to go further in your strategies.
Is it easy to withdraw your money from EightCap?
Withdrawing your winnings on EightCap is simple and fast. Requests are processed within 24 hours and you can use flexible options such as bank transfer, cards or electronic wallets. Security and speed are at the heart of the service.
Is EightCap reliable?
Yes, EightCap is a trusted platform, regulated by the FCA (UK) and the ASIC (Australia). Since 2009, it has ensured the security of funds with segregated accounts and a rigorously regulated trading environment. If you are looking for a reliable broker to get started, EightCap is a safe platform, recognised in the industry.
Why choose EightCap?
EightCap combines performance and flexibility. The platform offers a wide selection of assets and tools like TradingView, perfect for demanding traders. Are you a novice? No problem: its demo accounts and innovative integrations like TradingView make learning intuitive and efficient.
What are the fees at EightCap?
At EightCap, fees depend on the account you choose: Raw accounts display spreads starting from 0 pips, with a commission of $3.5 per lot. Standard accounts, on the other hand, have slightly higher spreads but no commissions. No fees on deposits or withdrawals, for clear and controlled costs.
Who is EightCap for?
Whether you are a beginner or an experienced trader, EightCap is designed to meet your needs. Are you starting out? Take advantage of guides and demo accounts to understand the basics. Are you more advanced? Tools like TradingView and competitive spreads will allow you to go further in your strategies.
Is it easy to withdraw your money from EightCap?
Withdrawing your winnings on EightCap is simple and fast. Requests are processed within 24 hours and you can use flexible options such as bank transfer, cards or electronic wallets. Security and speed are at the heart of the service.
Is eToro reliable?
Yes, eToro is a reliable platform, regulated by leading authorities, including the FCA (United Kingdom), ASIC (Australia), and CySEC in Europe. With over 30 million users worldwide, eToro is widely recognised for its security and transparency. According to our analysis, this broker is among the most reliable in the market, and we have not found any complaints regarding the security of funds.
Why choose eToro?
With eToro, you don't need to be an expert to get started. Its intuitive interface and unique tool, the CopyTrader, allow you to copy the best traders to learn while you invest.
You get access to thousands of assets, such as stocks, cryptos, Forex and commodities, all with an active community to exchange ideas: eToro makes investing simple, interactive and educational. It's like the Spotify of investing.
What are the fees at eToro?
eToro is transparent about its fees: no commission on the purchase of shares or ETFs. Spreads vary depending on the asset, but remain very affordable.
Deposit is free, and withdrawal is set at $5. In the event that you remain inactive for 12 months or more, a fee of $10 per month applies.
Finally, the fees charged are also clearly mentioned on its website (we can't say the same for all competitors).
Who is eToro for?
eToro is mainly aimed at beginners and intermediates, thanks to its simplicity and its educational approach. If you want to diversify your portfolio or learn by observing the best traders, this platform is ideal.
Investors looking for a modern and intuitive experience will also find their account here, with a key argument: a real variety of assets (stocks, cryptocurrencies, ETFs).
Is it easy to withdraw your money from eToro?
Yes, withdrawing your winnings from eToro is as easy as investing. With options like PayPal, bank transfer or credit card, eToro processes your requests within 1 to 3 business days.
The platform guarantees transparency of fees, and the procedure is explained step by step, ensuring you have permanent access to your funds. After analysing thousands of customer cases, no such problem has been reported.
Is eToro reliable?
Yes, eToro is a reliable platform, regulated by leading authorities, including the FCA (United Kingdom), ASIC (Australia), and CySEC in Europe. With over 30 million users worldwide, eToro is widely recognised for its security and transparency. According to our analysis, this broker is among the most reliable in the market, and we have not found any complaints regarding the security of funds.
Why choose eToro?
With eToro, you don't need to be an expert to get started. Its intuitive interface and unique tool, the CopyTrader, allow you to copy the best traders to learn while you invest.
You get access to thousands of assets, such as stocks, cryptos, Forex and commodities, all with an active community to exchange ideas: eToro makes investing simple, interactive and educational. It's like the Spotify of investing.
What are the fees at eToro?
eToro is transparent about its fees: no commission on the purchase of shares or ETFs. Spreads vary depending on the asset, but remain very affordable.
Deposit is free, and withdrawal is set at $5. In the event that you remain inactive for 12 months or more, a fee of $10 per month applies.
Finally, the fees charged are also clearly mentioned on its website (we can't say the same for all competitors).
Who is eToro for?
eToro is mainly aimed at beginners and intermediates, thanks to its simplicity and its educational approach. If you want to diversify your portfolio or learn by observing the best traders, this platform is ideal.
Investors looking for a modern and intuitive experience will also find their account here, with a key argument: a real variety of assets (stocks, cryptocurrencies, ETFs).
Is it easy to withdraw your money from eToro?
Yes, withdrawing your winnings from eToro is as easy as investing. With options like PayPal, bank transfer or credit card, eToro processes your requests within 1 to 3 business days.
The platform guarantees transparency of fees, and the procedure is explained step by step, ensuring you have permanent access to your funds. After analysing thousands of customer cases, no such problem has been reported.
Is AvaTrade reliable?
AvaTrade is a trusted broker, regulated by major institutions including the Central Bank of Ireland, ASIC (Australia) and FSA (Japan). Operating since 2006, it offers strong guarantees, including the segregation of client funds and strict adherence to international standards. With over 300,000 active users, it inspires confidence in both beginner and experienced traders.
Why choose AvaTrade?
AvaTrade combines simplicity and expertise. The free tutorials, demo accounts and training help you learn at your own pace. Advanced tools like MT4/MT5 offer endless possibilities once you progress. You don’t need to be an expert: AvaTrade adapts to you.
What are the fees at AvaTrade?
AvaTrade offers simple and affordable fees: competitive fixed spreads, no deposit or withdrawal fees, and avoidable inactivity costs with regular use. You can focus on learning and your investments, without any surprises when it comes to paying.
Who is AvaTrade for?
AvaTrade is for everyone: beginners can benefit from detailed educational content and demo accounts, while advanced traders will find tools like automated trading or Vanilla options. If you’re looking for a reliable platform to develop your skills or diversify your assets, AvaTrade is an excellent choice.
Is it easy to withdraw money from AvaTrade?
Yes, AvaTrade offers a fast and secure withdrawal process. Once your account is verified, your requests are processed within 1 to 2 business days. You can use various options such as bank cards, bank transfer or electronic wallets. Everything is designed to give you quick, clear and secure access.
Is AvaTrade reliable?
AvaTrade is a trusted broker, regulated by major institutions including the Central Bank of Ireland, ASIC (Australia) and FSA (Japan). Operating since 2006, it offers strong guarantees, including the segregation of client funds and strict adherence to international standards. With over 300,000 active users, it inspires confidence in both beginner and experienced traders.
Why choose AvaTrade?
AvaTrade combines simplicity and expertise. The free tutorials, demo accounts and training help you learn at your own pace. Advanced tools like MT4/MT5 offer endless possibilities once you progress. You don’t need to be an expert: AvaTrade adapts to you.
What are the fees at AvaTrade?
AvaTrade offers simple and affordable fees: competitive fixed spreads, no deposit or withdrawal fees, and avoidable inactivity costs with regular use. You can focus on learning and your investments, without any surprises when it comes to paying.
Who is AvaTrade for?
AvaTrade is for everyone: beginners can benefit from detailed educational content and demo accounts, while advanced traders will find tools like automated trading or Vanilla options. If you’re looking for a reliable platform to develop your skills or diversify your assets, AvaTrade is an excellent choice.
Is it easy to withdraw money from AvaTrade?
Yes, AvaTrade offers a fast and secure withdrawal process. Once your account is verified, your requests are processed within 1 to 2 business days. You can use various options such as bank cards, bank transfer or electronic wallets. Everything is designed to give you quick, clear and secure access.
Our 7 tips for buying Alliance Witan stock
| 📊 Step | 📝 Specific tip for Alliance Witan |
|---|---|
| Analyse the market | Review how Alliance Witan’s global equity focus and strong dividend growth compare with other FTSE 100 investment trusts, particularly given its current discount to NAV and recent promotion after merging with Witan. |
| Choose the right trading platform | Opt for a UK-regulated broker that provides direct access to the London Stock Exchange and allows you to hold ALW shares within a Stocks & Shares ISA or SIPP for tax efficiency. |
| Define your investment budget | Decide how much capital to invest in Alliance Witan, bearing in mind its relatively low beta and history of steady, but not rapid, capital growth—consider this trust as a core, long-term holding within a diversified portfolio. |
| Choose a strategy (short or long term) | Consider a long-term buy-and-hold approach to benefit from Alliance Witan’s 58 consecutive years of dividend increases and potential for discount narrowing, while opportunistically topping up during periods of wider discount. |
| Monitor news and financial results | Keep up to date with Alliance Witan’s quarterly and annual reports, dividend announcements, and updates on global economic developments that may impact its international holdings. |
| Use risk management tools | Set alert levels or stop-loss orders close to key technical support points (e.g. 1,000p), and rebalance your portfolio if Alliance Witan’s price moves significantly away from its NAV or your risk tolerance. |
| Sell at the right time | Plan to take profits if Alliance Witan’s share price moves to a premium relative to NAV or approaches technical resistance near previous highs, especially if the broader market outlook becomes less favourable. |
The latest news about Alliance Witan
Alliance Witan’s share price advanced 2.11% over the past week, breaking key technical resistance at 1,155p. This movement aligns with a positive technical setup, as the stock now trades above its 20-, 50- and 200-day moving averages. The recent break above resistance suggests ongoing investor confidence and opens the door to potential further gains towards the next resistance at 1,330p. These signals are especially relevant for UK investors, as the shares are listed on the LSE and are commonly held in ISAs and SIPPs.
The trust continues its 58-year streak of dividend growth, with a 6% year-on-year increase and quarterly payments. Alliance Witan confirmed its "Dividend Hero" status with total annual dividends for 2024 reaching 26.70p per share, underlining its reliability for income-focused UK shareholders. The next ex-dividend date is set for 29 May 2025, with payment following in June, reinforcing the company’s predictable income stream and its appeal in the UK’s income investment landscape.
The combination with Witan and subsequent FTSE 100 promotion substantially increased market presence and scale. Following the completion of the merger in late 2024, Alliance Witan’s market capitalization rose to £4.53 billion with over £5.2 billion in assets, enhancing liquidity and visibility among institutional investors. New management fee structures introduced post-merger have improved ongoing charges, supporting investor returns and ensuring the trust remains competitive within the UK’s global equity investment trust sector.
Alliance Witan’s discount to Net Asset Value (NAV) narrowed to -5.4%, indicating robust demand and improved sentiment. The narrowing discount, from 5.4% to 4.7% during 2024 and currently holding near 5%, demonstrates increased investor confidence and demand relative to the trust’s underlying assets. This trend is significant within the UK market context, where discounts to NAV are closely watched as indicators of sentiment and value.
The trust’s commitment to ESG and Net Zero targets includes embedded environmental and governance standards and clear climate goals. For UK-based investors increasingly prioritizing responsible investing, Alliance Witan’s pledge to halve emissions by 2030 (relative to 2019) and reach Net Zero by 2050 adds further credibility. ESG integration within its investment process is a constructive market signal, aligning Alliance Witan with regulatory and societal expectations across the UK.
FAQ
What is the latest dividend for Alliance Witan stock?
Alliance Witan stock currently pays a quarterly dividend. The latest declared dividend is 6.73p per share, with the next payment scheduled for 30 June 2025 (ex-dividend date: 29 May 2025). Alliance Witan has a remarkable track record, having increased its total annual dividend for 58 consecutive years—a rare achievement among UK investment trusts. The dividend yield stands at approximately 2.3%, reflecting the trust’s commitment to delivering rising income alongside capital growth.
What is the forecast for Alliance Witan stock in 2025, 2026, and 2027?
Based on the current share price of 1,158.00p, the projected prices are 1,505.40p for the end of 2025, 1,737.00p for 2026, and 2,316.00p for 2027. These indicative forecasts reflect the trust’s strong fundamentals, diversified global exposure, and recent FTSE 100 promotion, all of which enhance its growth potential. The combination with Witan and active multi-manager strategy should help support sustained performance even as markets evolve.
Should I sell my Alliance Witan shares?
Holding onto Alliance Witan shares may be prudent for long-term investors. The trust is trading at a discount to its net asset value, offering potential for upside if this narrows. It boasts a resilient investment strategy, stable management, and a long record of dividend growth, reinforcing its reputation as a core holding in global equities. Recent developments—including a promotion to the FTSE 100—underscore its strategic strength and ongoing potential for capital appreciation.
Are Alliance Witan shares eligible for a UK ISA, and how are dividends taxed?
Alliance Witan shares are eligible for inclusion in UK Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs), allowing investors to benefit from tax-efficient growth. Any dividends paid within an ISA or SIPP are free from further UK tax. For shares held outside tax shelters, UK dividend tax rules apply, with a tax-free dividend allowance and no withholding tax deducted at source. This makes Alliance Witan shares a convenient choice for UK-based investors seeking tax advantages.
What is the latest dividend for Alliance Witan stock?
Alliance Witan stock currently pays a quarterly dividend. The latest declared dividend is 6.73p per share, with the next payment scheduled for 30 June 2025 (ex-dividend date: 29 May 2025). Alliance Witan has a remarkable track record, having increased its total annual dividend for 58 consecutive years—a rare achievement among UK investment trusts. The dividend yield stands at approximately 2.3%, reflecting the trust’s commitment to delivering rising income alongside capital growth.
What is the forecast for Alliance Witan stock in 2025, 2026, and 2027?
Based on the current share price of 1,158.00p, the projected prices are 1,505.40p for the end of 2025, 1,737.00p for 2026, and 2,316.00p for 2027. These indicative forecasts reflect the trust’s strong fundamentals, diversified global exposure, and recent FTSE 100 promotion, all of which enhance its growth potential. The combination with Witan and active multi-manager strategy should help support sustained performance even as markets evolve.
Should I sell my Alliance Witan shares?
Holding onto Alliance Witan shares may be prudent for long-term investors. The trust is trading at a discount to its net asset value, offering potential for upside if this narrows. It boasts a resilient investment strategy, stable management, and a long record of dividend growth, reinforcing its reputation as a core holding in global equities. Recent developments—including a promotion to the FTSE 100—underscore its strategic strength and ongoing potential for capital appreciation.
Are Alliance Witan shares eligible for a UK ISA, and how are dividends taxed?
Alliance Witan shares are eligible for inclusion in UK Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs), allowing investors to benefit from tax-efficient growth. Any dividends paid within an ISA or SIPP are free from further UK tax. For shares held outside tax shelters, UK dividend tax rules apply, with a tax-free dividend allowance and no withholding tax deducted at source. This makes Alliance Witan shares a convenient choice for UK-based investors seeking tax advantages.
