# Alliance Witan PLC (ALW)

**Page:** https://fundology.uk/fund/alw · ISIN GB00B11V7W98

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, ALW (Alliance Witan PLC, ISIN GB00B11V7W98) closed at £13.65 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +27.3% (income paid out is not included), or −0.6% after UK CPIH inflation.

## Summary

Alliance Witan PLC is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£13.65** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | ALW |
| ISIN | GB00B11V7W98 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +8.33% | +4.50% | price only |
| 3 years | +31.00% | +18.35% | price only |
| 5 years | +27.33% | -0.61% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Alliance Witan PLC in pounds (price only, income paid out not included): 2022 −8.1%, 2023 +17.3%, 2024 +12.9%, 2025 +1.4%; 2026 to 13/11/2026 +7.1%. Returns of Alliance Witan PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +8.7%; to 30/09/2025: +5.8%; to 30/09/2024: +15.8%; to 30/09/2023: +12.6%; to 30/09/2022: −8.0%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -8.1% | -15.9% | Price |
| 2023 | +17.3% | +12.6% | Price |
| 2024 | +12.9% | +9.1% | Price |
| 2025 | +1.4% | -2.0% | Price |
| 2026 to 13/11/2026 | +7.1% | +3.7% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 10.80% | -8.47% |
| 3 years | 11.94% | -18.28% |
| 5 years | 13.55% | -18.28% |

## Largest fall

Volatility of Alliance Witan PLC in pounds, annualised from weekly returns to 13/11/2026: 10.8% over 1 year, 11.9% over 3 years, 13.5% over 5 years. Largest fall in the price of Alliance Witan PLC since November 2021, in pounds: −18.3% from 31/01/2025 to 04/04/2025. The lowest 12-month return of Alliance Witan PLC in pounds (price only, income paid out not included) since January 2021 was −11.7% (12 months to 04/04/2025); the highest was +28.7% (12 months to 22/03/2024). On 13/11/2026 the price of Alliance Witan PLC was 2.7% below its highest weekly close since November 2021 (09/10/2026), in pounds.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## Questions people ask

**What is the ISIN of ALW?**

The ISIN of ALW is GB00B11V7W98. An ISIN identifies one exact share class of a fund; ALW is its ticker on the London Stock Exchange.

**What were ALW’s returns in each of the last five years?**

Calendar-year returns of ALW in pounds (price only, income paid out not included): 2022 −8.1%, 2023 +17.3%, 2024 +12.9%, 2025 +1.4%; 2026 to 13/11/2026 +7.1%. Past performance is not a guide to future returns.

**How has ALW done after inflation?**

Over the five years to 13/11/2026 ALW’s price changed by +27.3% (income paid out is not included), or −0.6% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.