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.£1801.7m
Last close1,006.00p
High / Low (52 weeks)1008.0p / 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

Witan Investment Trust - diversified exposure to global markets

Mon, 20 Mar 2017 16:52:30 GMT

How Witan investment trust increased charges by 60pc

Tue, 17 Mar 2015 09:22:30 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 gears up for another 100 years

Mon, 28 Mar 2016 14:08:35 GMT

Witan Investment Trust - a core global portfolio

Mon, 14 Nov 2016 15:33:45 GMT

Investment summary

Witan Investment Trust (WTAN) uses a multi-manager investment approach to invest in global equities. Since 2004, it has allocated capital to eight to 13 external managers (currently 11), who all run high-conviction investment strategies and up to 10% of the fund is invested directly in collective specialist assets, which includes private equity. The multi-manager approach aims to generate an attractive NAV total return ahead of WTAN’s benchmark (a composite global equities index reflecting its chosen investment universe), as well as real dividend growth. NAV total return is ahead of its benchmark over one, three, five and 10 years.

Last updated on 05/04/2017

Latest video

Analyst Interview – Witan Investment Trust

Key management

Andrew Bell, CEO
James Frost, Marketing Director

Company address

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