# Alliance Witan PLC (ALW)

**Source:** https://fundology.uk/fund/alw · ISIN GB00B11V7W98 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## 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 30/09/2026, ALW (Alliance Witan PLC, ISIN GB00B11V7W98) closed at £13.80 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +38.0% (income paid out is not included), or +9.1% 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: **£13.80** (30/09/2026).

## Key facts

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

## Past returns (periods to 30/09/2026)

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

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +8.66% | +5.71% | price only |
| 3 years | +35.03% | +22.60% | price only |
| 5 years | +38.00% | +9.13% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS 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 +11.2%, 2025 +3.1%; 2026 to 30/09/2026 +8.3%. Returns of Alliance Witan PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +9.9%; to 30/09/2025: +4.7%; to 30/09/2024: +15.8%; to 30/09/2023: +12.6%; to 30/09/2022: −10.0%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -8.1% | -15.9% | Price |
| 2023 | +17.3% | +12.6% | Price |
| 2024 | +11.2% | +7.4% | Price |
| 2025 | +3.1% | -0.5% | Price |
| 2026 to 30/09/2026 | +8.3% | +5.3% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 10.99% | -8.47% |
| 3 years | 12.17% | -18.28% |
| 5 years | 13.62% | -18.28% |

## Largest fall

Volatility of Alliance Witan PLC in pounds, annualised from weekly returns to 30/09/2026: 11.0% over 1 year, 12.2% over 3 years, 13.6% over 5 years. Largest fall in the price of Alliance Witan PLC since October 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 30/09/2026 the price of Alliance Witan PLC was 0.5% below its highest weekly close since October 2021 (14/08/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

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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.