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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.£1992.7m
Last close1,118.00p
High / Low (52 weeks)1138.0p / 995.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Investment summary

Witan Investment Trust (WTAN) has employed an active multi-manager strategy since 2004, offering investors diverse exposure to global equities. In 2017, the trust delivered another year of outperformance versus its composite benchmark, which it has surpassed over the last one, three, five and 10 years. WTAN’s investment director, James Hart, believes that equities can continue to offer attractive returns for the patient investor, although he notes that stock market volatility is now higher than the benign levels experienced in 2017. In this environment, he believes that active stock picking, rather than blanket equity exposure, should produce better returns for investors. WTAN has a progressive dividend policy; its annual distribution has increased for the last 43 consecutive years.

Last updated on 21/05/2018

Latest video

Analyst Interview – Witan Investment Trust

Key management

Harry Henderson, Chairman
Andrew Bell, CEO
James Hart, Investment Director

Company address

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