Kepler Trust Intelligence: Analyst Note

25 March 2025Insights, Performance, Research6 mins read

ALW offers diversification and risk management amid an uncertain outlook…

Alliance Witan (ALW) continues the legacy of Alliance Trust (ATST) following its combination with Witan (WTAN) in October 2024. The combined entity has become one of the largest investment trusts, with a market capitalisation of c. £4.8bn and promotion into the FTSE 100 Index, making it easily investable for institutional investors and wealth managers.

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