Witan Investment Trust


Market Cap£1,465m

Last Close 212p

WTAN aims to deliver long-term growth in income and capital through active multi-manager investment in global equities. Funds are allocated to 10 external managers with c 25% invested in specialist managers and funds. WTAN seeks external managers with the conviction to take views that diverge from benchmark weightings. The trust’s composite benchmark with effect from 1 January 2020 is 15% UK and 85% world (including UK).

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Investment summary

With inflation surging, interest rates rising, regional recessions looking imminent and the continued conflict in Ukraine, there is more uncertainty and potential variances of possible outcomes than investors have been accustomed to in recent years, which may suit Witan Investment Trust’s (WTAN) broadly diversified portfolio. In our March 2022 update we reviewed WTAN’s FY21 results and in this note we review the HY22 results, highlight some incremental portfolio changes and take a closer look at three of the external managers.

Content on Witan Investment Trust
Witan Investment Trust – Turning a corner
Investment companies | research Update | 30 September 2022
Modern business buildings
Witan Investment Trust – Strong absolute performance in 2021
Investment companies | research Review | 24 March 2022
Modern business buildings
Witan Investment Trust – Back on track
Investment companies | research Review | 10 September 2021
Modern business buildings
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Share price graph
Price performance
Actual (4.5) 0.2 (13.5)
Relative* 1.9 5.9 (8.6)
52-week high/low 257.0p/202.0p
*% relative to local index
Key management
Andrew Ross Chairman
Andrew Bell CEO
James Hart Investment Director

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