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Quoted Data Research Note - Annual Overview 2025

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14 August 2025Research20 mins read

Quoted Data

'A new giant for a new market reality'

Following the merger of Alliance Trust and Witan, Alliance Witan (ALW) is now one of the UK’s largest investment trusts - managing around £4.5bn in assets, with stronger liquidity, lower fees, and a 58-year record of dividend growth. QuotedData has recently published a research note on ALW, reviewing:

  • How our multi manager model is navigating turbulent markets
  • The impact of recent macroeconomic shifts on our portfolio
  • New managers and the expertise they bring
  • Some of the standout companies in our holdings