Witan Investment Trust (LSE: WTAN)

Currency in GBP

Last close As at 06/02/2023


9.50 (4.19%)

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).

Latest Insights

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Witan Investment Trust — Turning a corner

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Witan Investment Trust — Strong absolute performance in 2021

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Witan Investment Trust — Back on track

Equity Analyst

David Holder

David Holder

Associate Director, Investment Trusts

Key Management

  • Andrew Bell


  • Andrew Ross


  • James Hart

    Investment Director

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 6.6 8.3 (2.3)
Relative 0.9 (1.6) (3.3)
52 week high/low 243.5p/202.0p


With inflation surging, interest rates rising, regional recessions looking imminent and the continued conflict in Ukraine, there is more uncertainty and potential variances of possible outcomes than investors have been accustomed to in recent years, which may suit Witan Investment Trust’s (WTAN) broadly diversified portfolio. In our March 2022 update we reviewed WTAN’s FY21 results and in this note we review the HY22 results, highlight some incremental portfolio changes and take a closer look at three of the external managers.


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