Alliance Witan
ISIN GB00B11V7W98
|WKN A0JJ28
Overview
Description
Die Alliance Witan PLC (zuvor Alliance Trust PLC) bezeichnet sich als eine der etabliertesten Investmentgesellschaften in Großbritannien. Die Wurzeln der Gesellschaft reichen zurück bis in das Jahr 1888. Sie investiert überwiegend in Aktien, wobei die Portfolioallokation bei der Länder- und Sektorallokation sich nah an dem MSCI All Country World Index orientiert, der als Benchmark gilt. Im zweiten Halbjahr 2024 war der Zusammenschluss der früheren Alliance Trust PLC mit der Witan Investment Trust plc vollzogen worden, in deren Folge erstere in Alliance Witan PLC umfirmiert wurde.
Quelle: AfU Research GmbH
Quelle: AfU Research GmbH
Finanzdienstleistungen Wertpapierdienstleistungen Großbritannien
Financials
Key metrics
| Market capitalisation, EUR | - |
| EPS, EUR | - |
| P/B ratio | - |
| P/E ratio | - |
| Dividend yield | - |
Income statement (2023)
| Revenue, EUR | 747,60 Mio. |
| Net income, EUR | 689,73 Mio. |
| Profit margin | 92,26% |
What ETF is Alliance Witan in?
There are 12 ETFs which contain Alliance Witan. All of these ETFs are listed in the table below. The ETF with the largest weighting of Alliance Witan is the Vanguard FTSE 250 UCITS ETF Distributing.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| Vanguard FTSE 250 UCITS ETF Distributing | 1.60% | Equity United Kingdom Mid Cap | 250 | 0.10% | 1,895 | +5.45% | A12CX0 | IE00BKX55Q28 |
| UBS ETF (LU) FTSE 100 UCITS ETF (GBP) A-dis | 0.24% | Equity United Kingdom | 100 | 0.20% | 82 | +15.95% | 794362 | LU0136242590 |
| iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) | 0.25% | Equity United Kingdom | 101 | 0.20% | 194 | +14.22% | A2H5ET | IE00BYZ28W67 |
| HSBC FTSE 100 UCITS ETF GBP | 0.25% | Equity United Kingdom | 100 | 0.07% | 613 | +16.04% | A0N9WS | IE00B42TW061 |
| Xtrackers FTSE 100 UCITS ETF Income 1D | 0.25% | Equity United Kingdom | 100 | 0.09% | 74 | +15.81% | DBX1F1 | LU0292097234 |
| SPDR FTSE UK All Share UCITS ETF | 0.21% | Equity United Kingdom | 531 | 0.20% | 488 | +14.29% | A1JT1A | IE00B7452L46 |
| iShares Core FTSE 100 UCITS ETF GBP (Acc) | 0.25% | Equity United Kingdom | 101 | 0.07% | 2,796 | +16.17% | A0YEDM | IE00B53HP851 |
| Vanguard FTSE 250 UCITS ETF (GBP) Accumulating | 1.60% | Equity United Kingdom Mid Cap | 250 | 0.10% | 708 | +5.36% | A2PFN5 | IE00BFMXVQ44 |
| Xtrackers FTSE 100 UCITS ETF 1C | 0.25% | Equity United Kingdom | 100 | 0.09% | 73 | +16.42% | DBX0NF | LU0838780707 |
| SPDR FTSE UK All Share UCITS ETF | 0.21% | Equity United Kingdom | 531 | 0.20% | 121 | +14.16% | A2JHMP | IE00BD5FCF91 |
| iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc) | 0.25% | Equity United Kingdom | 101 | 0.10% | 13 | - | A40KHW | IE000HARJEE2 |
| iShares Core FTSE 100 UCITS ETF GBP (Dist) | 0.25% | Equity United Kingdom | 101 | 0.07% | 14,014 | +15.29% | 552752 | IE0005042456 |
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.