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Data as at: 19/05/2026

Fund manager benchmark
MSCI All Country World

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Alliance Witan Share price total return 10.1 39.1 52.8 218.9
Global AIC sector Share price total return 28.5 78.9 39.2 320.2
Alliance Witan NAV total return 9.3 35.8 50.7 199.2
Global AIC sector NAV total return 19.3 57.5 36.6 302.2
Morningstar Developed Markets * Total return 23.3 59.2 79.2 259.1
Return type 1 year 3 years 5 years 10 years
Alliance Witan Share price total return 11,010 13,910 15,280 31,890
Global AIC sector Share price total return 12,850 17,890 13,920 42,020
Morningstar Developed Markets * Total return 12,330 15,920 17,920 35,910
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Discrete annual performance (%) Discrete annual performance (£)

Return type 19/05/21 - 22 19/05/22 - 23 19/05/23 - 24 19/05/24 - 25 19/05/25 - 26
Alliance Witan Share price total return 0.2 11.6 27.6 -1.7 10.1
Alliance Witan NAV total return -1.7 10.6 23.6 -0.2 9.3
Morningstar Developed Markets * Total return 3.5 8.8 20.6 6.9 23.3
Return type 19/05/21 - 22 19/05/22 - 23 19/05/23 - 24 19/05/24 - 25 19/05/25 - 26
Alliance Witan Share price total return 10,020 11,160 12,760 9,830 11,010
Morningstar Developed Markets * Total return 10,350 10,880 12,060 10,690 12,330
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