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Data as at: 13/01/2026

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 4.9 38.1 58.6 223.1
Global AIC sector Share price total return 16.7 47.9 21.2 282.4
Alliance Witan NAV total return 4.7 38.5 58.0 208.8
Global AIC sector NAV total return 14.9 49.5 28.8 298.6
Morningstar Developed Markets * Total return 13.1 54.6 75.3 260.6
Return type 1 year 3 years 5 years 10 years
Alliance Witan Share price total return 10,490 13,810 15,860 32,310
Global AIC sector Share price total return 11,670 14,790 12,120 38,240
Morningstar Developed Markets * Total return 11,310 15,460 17,530 36,060
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Discrete annual performance (%) Discrete annual performance (£)

Return type 13/01/21 - 22 13/01/22 - 23 13/01/23 - 24 13/01/24 - 25 13/01/25 - 26
Alliance Witan Share price total return 13.8 0.9 13.3 16.2 4.9
Alliance Witan NAV total return 13.8 -2.4 16.7 13.2 4.7
Morningstar Developed Markets * Total return 15.5 -1.8 11.6 22.5 13.1
Return type 13/01/21 - 22 13/01/22 - 23 13/01/23 - 24 13/01/24 - 25 13/01/25 - 26
Alliance Witan Share price total return 11,380 10,090 11,330 11,620 10,490
Morningstar Developed Markets * Total return 11,550 9,820 11,160 12,250 11,310
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