Witan

Witan Investment Trust

Founded in 1909 and listed on the London Stock Exchange, Witan’s investment objective is to deliver long term growth in income and capital by offering diversified exposure to global markets (principally equities) using an active multi-manager approach. The multi-manager approach means that the Trust typically chooses around 10 different investment managers to manage different portions of the portfolio, diversifying it by geographical region, industrial sector and at the individual stock level.  The blend of different active approaches and styles aims to deliver added value for shareholders while smoothing out the volatility normally associated with a single manager. 

Witan Investment Trust is an equity investment. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.

Witan Investment Trust Plc - Awards

Witan Pacific Investment Trust

Witan Pacific is the only investment trust with a strategic focus across the entire Asia Pacific region, including Japan, China, Australia and India. The Company’s investment objective is to provide shareholders with capital and income growth from a diversified portfolio of equity investments in the Asia Pacific region. Witan Pacific employs an active multi-manager approach appointing three managers with established track records and distinctive portfolios.

Witan Pacific Investment Trust is an equity investment. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.

  • Witan Pacific IT PLC

    Capital and income growth from a diversified portfolio of investments in the Asia Pacific region designed to outperform the MSCI AC Asia Pacific Free Index (£).

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV369.84
    Fund ManagerMatthews International Capital Management, LLC, ...
    NDY (£M)1.48
    Fund SectorAsia Pacific including Japan Equities

    Witan Investment Trust plc 6.125% Sec Bds 15/12/25 GBP Var Br

    Long-term growth in income and capital through active investment in global equities, using a multi-manager approach.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV
    Fund ManagerAndrew Bell
    NDY (£M)0.00
    Fund SectorGlobal
  • Witan Investment Trust plc

    Long-term growth in income and capital through active investment in global equities, using a multi-manager approach.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV1045.8
    Fund ManagerAndrew Bell
    NDY (£M)2.00
    Fund SectorGlobal

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Witan Pacific IT PLC37.1453.5686.12-13.14369.84Buy
Witan Investment Trust plc 6.125% Sec Bds 15/12/25 GBP Var Br2.967.6014.47--Buy
Witan Investment Trust plc41.0551.99157.53-2.181,045.80Buy
Witan Investment Trust plc 3.4% Cum Prf 16.5821.0737.53--Buy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Risk warning

Witan Investment Trust and Witan Pacific Investment Trust are equity investments. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.