Witan Investment Trust (WTAN)

Business description

Witan Investment Trust (WTAN) aims to deliver long-term growth in income and capital through active multi-manager investment in global equities. Funds are currently allocated to 11 specialist managers and, to a limited extent, open-ended funds.

Stock data

Market cap.£1722.9m
Last close960.00p
High / Low (52 weeks)970.0p / 712.0p
Stock market listing
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Will Witan Investment Trust plc (LSE:WTAN) Continue To Underperform Its Industry?

Sun, 05 Mar 2017 06:22:30 GMT

Witan Investment Trust hikes dividend as equities rally after Brexit and Trump ...

Fri, 10 Mar 2017 08:03:45 GMT

Witan Investment Trust PLC gears up for another 100 years

Mon, 28 Mar 2016 14:08:35 GMT

Why there's a two-week window to buy Witan investment trust shares at a discount

Fri, 06 May 2016 07:50:15 GMT

How Witan investment trust increased charges by 60pc

Tue, 17 Mar 2015 09:22:30 GMT

Investment summary

Witan Investment Trust (WTAN) is a well-established fund that is unique among its peers in having a predominantly multi-manager approach. It aims to generate capital return and income growth in excess of UK inflation. The trust currently has allocations to 10 external managers, all with high-conviction investment strategies. Up to 10% of the fund is invested directly in specialist collective assets, including private equity. WTAN’s NAV performance versus its benchmark is positive over one, three, five and 10 years. Its dividend yield compares favourably with the peer group average and the annual dividend has increased for 41 consecutive years.

Last updated on 04/07/2016

Latest video

Analyst Interview – Witan Investment Trust

Key management

Andrew Bell, CEO
James Frost, Marketing Director

Company address

14 Queen Anne's Gate
United Kingdom
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