Business Summary: 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.
Financial Summary: BRIEF: For the fiscal year ended 31 December 2025, Alliance Witan PLC revenues decreased 46% to L292.6M. Net income decreased 54% to L224.5M. Revenues reflect Net Loss - Fin Instruments Fair Value decrease of 57% to L192.1M, (Losses)/gains on fair value of debt decrease from L16.7M to -L8.8M. Net income also reflects Foreign exchange losses increase from L1M to L16.3M (expense), Administrative expenses increase of 46% to L5.6M (expense).