Witan Investment Trust

LN: WTAN

£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) employs a multi-manager strategy providing a ‘one-stop shop’ for exposure to global markets. The trust’s investment director James Hart highlights WTAN’s robust revenue stream, which is underpinned by a portfolio of high-quality companies with long-term growth potential. The trust’s annual dividends have compounded by 8.7% pa over the last 10 years and by an enhanced 10.3% pa over the last five. Hart says that although expectations have moderated, the outlook for growth remains favourable, which is positive for the long-term, patient investor, despite shorter-term periods of stock market volatility.

Share price graph
Price performance
%
1m
3m
12m
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

Content on Witan Investment Trust

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