Alliance Witan reports August 2026 performance and holdings
NAV rose 2.2% while the share price gained 3.1%. Top performers included SAP and Bandai Namco, whereas NRG and RB Global detracted from returns.
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UK-listed multi-manager global equity investment trust
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In short: Alliance Witan underperformed its benchmark but extended its dividend growth record to 59 consecutive years.
NAV rose 2.2% while the share price gained 3.1%. Top performers included SAP and Bandai Namco, whereas NRG and RB Global detracted from returns.
The company delivered a 7.0% NAV total return and 6.0% share price total return, lagging the MSCI ACWI's 12.7%.
The Company reports modest share price increase and 59th consecutive dividend rise, but underperforms benchmark. AGM scheduled for 29 April.
The company posted a NAV total return of -0.7% for the first half of 2025 amid market volatility and currency effects. The report includes a press release and interim report.
Alliance Witan achieves 59th consecutive annual dividend rise in a challenging year Annual results for the year ended 31 December 2025 Highlights...
Alliance Witan aims to be a core investment that beats inflation over the long term through a combination of capital growth and rising dividend. The...
Alliance Witan PLC ('the Company')LEI: 213800SZZD4E2IOZ9W55 7 March 2025 A landmark year Annual results for the year ended 31 December 2024 Highlights 2024 was a...
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