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Witan Investment Trust

LN: WTAN

£1594.6m market cap

195.8p last close

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.

Investment summary

Witan Investment Trust (WTAN) has employed a multi-manager strategy since 2004. Investment director James Hart says the trust gives a balanced exposure to equities across regions and sectors. He suggests ‘the type of companies identified by the managers should provide good long-term prospects for shareholders, especially in the current environment, plus there is currently a wide discount to asset value’. WTAN offers a range of strategies not generally available to the retail investor, with c 25% of the portfolio in specialist areas including emerging markets, climate change and biotechnology. Hart argues the trust ‘brings something different’ and is a more rounded approach to global equity market opportunities.

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Share price graph
Price performance
%
1m
3m
12m
Actual 7.5 6.0 (8.9)
Relative* 6.8 12.7 10.7
52-week high/low 235.0p/136.0p
*% 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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