Witan Investment Trust (LSE: WTAN)

Currency in GBP

Last close As at 05/12/2023


0.50 (0.22%)

Market capitalisation


Witan Investment Trust (WTAN) aims to deliver an investment total return exceeding that of the company’s benchmark over the long term, together with above inflation growth in the dividend. The trust’s composite benchmark with effect from 1 January 2020 is 15% UK and 85% world (including the UK).

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Equity Analyst

Joanne Collins

Joanne Collins

Analyst, Investment Trusts

Key Management

  • Andrew Bell


  • Andrew Ross


  • James Hart

    Investment Director

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 1.6 0.7 1.4
Relative 0.3 0.1 3.0
52 week high/low 236.0p/210.5p


Witan Investment Trust (WTAN) employs a multi-manager approach to invest in global equities, including varied and interesting areas such as climate change mitigation, private equity and the life sciences. Some of WTAN’s holdings are unlisted and are thus otherwise unavailable to individual investors. WTAN CEO Andrew Bell and Investment Director James Hart are optimistic about global growth from 2024 onwards and they expect this to drive equity markets over the medium term. Sectors with exposure to renewable energy will receive further support from structural changes arising from the transition to net zero carbon emissions. They have configured WTAN’s portfolio in anticipation of the better times they foresee ahead, and there are early signs that the recent market upturn is already having a favourable impact on performance.



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