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Witan Investment Trust

LN: WTAN

Market Cap£1875.5m

Last Close 251.5p

WTAN aims to deliver long-term growth in income and capital through active multi-manager investment in global equities. Funds are currently allocated to 10 external managers, and up to 12.5% is directly invested in specialist funds and smaller, niche managers. WTAN seeks external managers with the conviction to take views that may diverge from benchmark weightings.

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Investment summary

Witan Investment Trust (WTAN) has employed a multi-manager approach since 2004, including strategies that may be unavailable to the general investor. The trust is back on track following a period of weak performance in early 2020 due to its positioning during the extreme coronavirus-led market sell-off, and is ahead of its composite benchmark and the majority of its peers over the last 12 months (WTAN has also outperformed its benchmark over the last decade). The trust’s portfolio was restructured in a measured way in 2020 as part of a long-term strategy to align the fund with available global investment opportunities, and its investment director James Hart believes that WTAN is well positioned to continue to deliver positive performance in the current environment of broader stock market leadership.

Content on Witan Investment Trust
Witan Investment Trust – Back on track
Investment companies | Review | 10 September 2021
Witan Investment Trust – Meaningful improvement in performance
Investment companies | Review | 11 March 2021
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Share price graph
Price performance
%
1m
3m
12m
Actual 1.8 0.8 20.6
Relative* 0.6 (0.4) 4.4
52-week high/low 257.0p/207.5p
*% relative to local index
Key management
Andrew Ross Chairman
Andrew Bell CEO
James Hart Investment Director

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