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’s (WTAN) investment director James Hart suggests that equities are currently an attractive asset class for the patient and selective investor. He believes that selectivity is becoming more important given the elevated valuation levels of parts of the equity market. The director argues that this plays to the strengths of WTAN’s multi-manager investment approach, with experienced managers that are able to take advantage of the evolving investment environment. Although relative performance was weaker than average in 2018, the trust has outperformed its composite benchmark over the last three, five and 10 years, while generating NAV and share price total returns between 11.0% and 15.0% pa over the last three, five and 10 years.

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

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