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).
Investment Companies
Investment Companies
Investment Companies
Andrew Bell
CEO
Andrew Ross
Chairman
James Hart
Investment Director
% | 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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