Witan Investment Trust


£1837.5m market cap

1040p last close

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.

Investment summary

Witan Investment Trust (WTAN) offers investors broad exposure to global equities via a multi-manager strategy. The trust’s investment director, James Hart, believes that the global economy, led by the US, is still growing at a healthy but moderate pace, even though there are regions that are growing more slowly, and equity valuations are reasonable. He says this provides opportunities for long-term investors. While recent performance has been affected by higher stock market volatility, WTAN’s longer-term record of outperformance versus its composite benchmark remains intact. Given the trust’s robust level of income so far in FY18, the board is confident of another year of dividend growth, which would represent the 44th consecutive annual increase.

Share price graph
Price performance
Actual (4.2) (0.2) (4.2)
Relative* (0.4) (0.7) 3.5
52-week high/low 1138.0p/948.0p
*% relative to local index
Key management
Harry Henderson Chairman
Andrew Bell CEO
James Hart Investment Director

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