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Witan Investment Trust (LSE: WTAN)

Currency in GBP

Last close As at 06/02/2023

GBP2.36

▲ 9.50 (4.19%)

Market capitalisation

GBP1,542m

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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Investment Companies

Witan Investment Trust — Turning a corner

Investment Companies

Witan Investment Trust — Strong absolute performance in 2021

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Witan Investment Trust — Back on track

Investment Companies

Witan Investment Trust AGM presentation and Question and Answer, April 2021 Andrew Bell, CEO
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Equity Analyst

David Holder

David Holder

Associate Director, Investment Trusts

Key Management

  • Andrew Bell

    CEO

  • Andrew Ross

    Chairman

  • 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

Overview

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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Thematics

Investment Companies

Vietnamese equities: Due a comeback?

Consumer

IPO apocalypse

TMT

ESG, moving beyond the box tick

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The case for US capital markets
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