Educational information, not financial advice or a personal recommendation. Not regulated by the FCA. Do your own research. Capital at risk.

Alliance Witan Ord (ALW.L)

Unknown Balanced

Alliance Witan is a large investment trust that pools money from shareholders to invest in a wide range of global companies on their behalf.

£13.45

Is Alliance Witan Ord a good stock for a UK beginner?

The honest version: Alliance Witan is a large investment trust that pools money from shareholders to invest in a wide range of global companies on their behalf.

No rating · no target price · nothing for sale here
Price+8.5%
52-week range+6% past year
£13.45
Low £11.78High £13.69
Where today's price sits versus its past year - context, not a signal.
If you had put £1,000 into Alliance Witan Ord
£1,085+8%

Over about 2 years to 2026-07-31. This is the share price only; any dividends would add to it. Past performance is not a guide to the future, and it could just as easily have fallen.

Market cap: The company's total value on the stock market - share price times the number of shares. Big = 'large-cap', small = 'small-cap'.
£5.00B
Avg volume: How many shares change hands on a typical day. Higher means it's easy to buy or exit without moving the price.
760.38K
Day range: The lowest and highest price the shares traded at during the latest day.
£13.37 – £13.56
52-week range: The lowest and highest the shares have traded over the past year - a sense of how wide the swings have been.
£11.78 – £13.69
P/E ratio: Price-to-earnings: the share price divided by yearly profit per share. Lower can mean cheaper; higher often means investors expect fast growth.
20.6
Dividend yield: The yearly dividend as a percentage of the share price - roughly the income you'd earn from dividends alone.
0.0%
Why has it been moving?▲ +1% past week · ▲ +6% past year

Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.

The bull case

Consistent long-term growth in the global companies held in the portfolio.

The bear case

A major global recession impacting the value of all major stock markets.

What does Alliance Witan Ord do?

Think of Alliance Witan as a professional manager who picks a basket of stocks from around the world so you don't have to choose them yourself. Value is generated by growing the assets they hold, which in turn affects the price of their own shares on the stock market. The number that matters most is how their chosen portfolio stacks up against the broader global stock market.

VQGMI
Factor profile

On our factor screen it looks strongest on value and momentum, and weakest on income.

Value: How cheap the stock looks versus profits, sales and assets (higher = cheaper). 57Quality: How profitable and financially healthy the company is (higher = stronger). Growth: How fast revenue and earnings are growing (higher = faster). Momentum: How the share price has been trending recently (higher = stronger recent run). 52Income: The dividend income on offer and how sustainable it looks (higher = more/steadier). 10
Quick checks
What's strong
  • Provides instant diversification across many global companies
  • Managed by professionals who handle the day-to-day research
  • Large size suggests a stable and well-resourced operation
What to watch
  • Income screens low (10/100)
  • Global market downturns will likely lower the share price
  • The managers may pick stocks that perform worse than the market average
  • Currency fluctuations can impact the value of international holdings

What do Alliance Witan Ord's numbers mean?

P/E
23.4
This shows how much you are paying for every pound of the company's annual earnings; a higher number suggests investors are paying more for future growth expectations.
P/B
1.0
This compares the share price to the value of the company's assets; a score of 1.0 means the share price is roughly equal to the value of the investments it holds.
Market Cap
£5.0B
This is the total market value of all the company's shares added together, showing it is a large and well-established player.

Does Alliance Witan Ord pay a dividend?

No - Alliance Witan Ord doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.

More in Unknown

Fiserv, Inc.Polar Capital Technology TrustF&C Investment Trust OrdTritax Big Box OrdCity of London OrdGresham House Energy Storage OrdMonks OrdMercantile Ord

What are the scenarios for Alliance Witan Ord?

An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.

£15£13£12today · £13▲ Bull · £14• Base · £13▼ Bear · £12in 1 yearILLUSTRATIVE · NOT A PREDICTION OR PRICE TARGET
Bull
+5% to +10%Global stock markets perform strongly over the next few months.
Base
-2% to +2%Markets remain steady with little change in investor sentiment.
Bear
-5% to -10%Global economic uncertainty causes investors to pull back from stocks.

What are the pros and cons of Alliance Witan Ord?

3bull points
6bear points

How many points the write-up makes each way — a balance check, not a score or verdict.

The bull case3
  • Provides instant diversification across many global companies
  • Managed by professionals who handle the day-to-day research
  • Large size suggests a stable and well-resourced operation
The catch3
  • No dividend income for those looking for regular cash payouts
  • Performance is tied to the success of the managers' stock picks
  • Investors have no say in which specific companies are held
Key risks3
  • Global market downturns will likely lower the share price
  • The managers may pick stocks that perform worse than the market average
  • Currency fluctuations can impact the value of international holdings
What would flip the thesis

The write-up's own warning lights — if these start happening, the case above changes.

Confidence: medium · data: GBP · flags: forward_pe, ps, gross_margin, net_margin, roe, revenue_growth, earnings_growth · Charts by TradingView Lightweight Charts™
Found this useful? The Almanac is free and ad-free - a coffee keeps it that way.Support →

Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →

This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.

Figures as of 2026-08-01. Prices may be delayed and numbers can go stale - always double-check before acting.