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.£1881.2m
Last close1,054.00p
High / Low (52 weeks)1075.0p / 845.5p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Witan Investment Trust fights off political headwinds

Mon, 14 Aug 2017 13:38:48 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

Witan Investment Trust plc

Mon, 30 May 2011 22:58:07 GMT

How Witan investment trust increased charges by 60pc

Tue, 17 Mar 2015 09:22:30 GMT

Witan Investment Trust - diversified exposure to global markets

Mon, 20 Mar 2017 16:52:30 GMT

Investment summary

Witan Investment Trust (WTAN) invests globally and is one of the largest investment trusts, with net assets of c £2.0bn. It adopts a primarily multi-manager investment approach, aiming to generate long-term capital growth and real growth in income. The trust has a solid investment track record; it has outperformed its blended composite benchmark over one, three, five and 10 years. Against an improving economic and political backdrop in Europe, WTAN has increased its exposure to the region. It has replaced Marathon’s pan-European mandate, appointing two new managers: CRUX Asset Management and S.W. Mitchell Capital. They both run actively managed, concentrated continental European portfolios, using the FTSE Europe ex-UK Index as a benchmark. WTAN has a distinguished dividend history; its annual payout has increased for the last 42 consecutive years.

Last updated on 13/11/2017

Latest video

Analyst Interview – Witan Investment Trust

Key management

Harry Henderson, Chairman
Andrew Bell, CEO
James Hart, Investment Director
Hannah Philp, Director of Marketing

Company address

14 Queen Anne's Gate
London
SW1H 9AA
United Kingdom
08000828180
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