Alliance Witan PLC

The Trust aims to be a core investment for investors seeking a real return over the long term through a combination of capital growth and a rising dividend.

The Trust primarily invests in global equities across various sectors and industries. It appoints multiple stock pickers with different styles to create a diversified portfolio, with no single investment exceeding 10% of total assets. The Trust may also use gearing and derivative instruments for hedging and enhancing positions.

Investors in this fund should be aware of the potential risks associated with investing in global equities, including market volatility, currency fluctuations, and the potential for capital loss. It is recommended for investors with a medium risk tolerance and a long-term investment horizon of at least 5 years.

https://www.alliancetrust.co.uk/