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Data as at: 03/09/2026

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 11.9 45.4 50.5 197.9
Global AIC sector Share price total return 25.6 83.1 24.9 268.7
Alliance Witan NAV total return 12.0 37.8 47.0 177.8
Global AIC sector NAV total return 24.3 69.7 30.3 276.3
Morningstar Developed Markets * Total return 21.0 61.4 70.5 222.0
Return type 1 year 3 years 5 years 10 years
Alliance Witan Share price total return 11,190 14,540 15,050 29,790
Global AIC sector Share price total return 12,560 18,310 12,490 36,870
Morningstar Developed Markets * Total return 12,100 16,140 17,050 32,200
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Discrete annual performance (%) Discrete annual performance (£)

Return type 03/09/21 - 22 03/09/22 - 23 03/09/23 - 24 03/09/24 - 25 03/09/25 - 26
Alliance Witan Share price total return -3.6 10.8 15.5 7.8 11.9
Alliance Witan NAV total return -6.3 11.8 15.2 6.2 12.0
Morningstar Developed Markets * Total return -0.9 6.6 18.4 14.1 21.0
Return type 03/09/21 - 22 03/09/22 - 23 03/09/23 - 24 03/09/24 - 25 03/09/25 - 26
Alliance Witan Share price total return 9,640 11,080 11,550 10,780 11,190
Morningstar Developed Markets * Total return 9,910 10,660 11,840 11,410 12,100
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