Witan Investment Trust

Overview
Price performance
Financials
Research
Thematics

Witan Investment Trust aims to achieve an investment total return exceeding that of its benchmark over the long term together with growth in the dividend ahead of inflation. The trust’s composite benchmark with effect from 1 January 2020 is 15% UK and 85% world (including the UK).

Latest Insights

Investment Companies |
Update

29.09.23

Witan Investment Trust — Set to benefit from growth and structural change

Investment Companies |
Update

20.03.23

Witan Investment Trust — A ‘one-stop global equities shop’ returning to form

Investment Companies |
Update

30.09.22

Witan Investment Trust — Turning a corner

Investment Companies |
Review

24.03.22

Witan Investment Trust — Strong absolute performance in 2021

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Sector

Investment Companies

Equity Analyst

Joanne Collins

Analyst, Investment Trusts

Key Management

Andrew Bell

CEO
Andrew Ross

Chairman
James Hart

Investment Director

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	4.2	9.5	14.4
Relative	1.4	2.5	9.0
52 week high/low	258.5p/210.5p

Overview

Witan Investment Trust (WTAN) employs a multi-manager approach to invest in global equities, including varied and interesting areas such as climate change mitigation, private equity and the life sciences. Some of WTAN’s holdings are unlisted and are thus otherwise unavailable to individual investors. WTAN CEO Andrew Bell and Investment Director James Hart are optimistic about global growth from 2024 onwards and they expect this to drive equity markets over the medium term. Sectors with exposure to renewable energy will receive further support from structural changes arising from the transition to net zero carbon emissions. They have configured WTAN’s portfolio in anticipation of the better times they foresee ahead, and there are early signs that the recent market upturn is already having a favourable impact on performance.