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Witan Investment Trust (LSE: WTAN)

Last close As at 21/11/2024

GBP2.66

— 0.00 (0.00%)

Market capitalisation

GBP1,580m

Witan Investment Trust aims to achieve an investment total return exceeding that of its benchmark over the long term together with growth in the dividend ahead of inflation. 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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Investment Companies | Update

Witan Investment Trust — Merger with Alliance Trust offers many benefits

Investment Companies | Flash note

Witan Investment Trust — Investors to benefit from deal with Alliance Trust

Investment Companies | Update

Witan Investment Trust — Set to benefit from growth and structural change

Investment Companies | Update

Witan Investment Trust — A ‘one-stop global equities shop’ returning to form
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Equity Analyst

Joanne Collins

Joanne Collins

Analyst, Investment Trusts

Key Management

  • Andrew Bell

    CEO

  • Andrew Ross

    Chairman

  • James Hart

    Investment Director

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (0.2) (0.8) 19.0
Relative 1.3 (2.1) 8.9
52 week high/low 276.0p/210.5p

Overview

In June 2024, the boards of Witan Investment Trust (WTAN) and Alliance Trust (ATST) announced plans for a combination of the two companies to create Alliance Witan. Details of this transaction have now been released and suggest that the combination will hold several potential benefits for the shareholders of WTAN, ATST and the new Alliance Witan trust. Alliance Witan will have combined net assets of almost £5bn, offering significant liquidity, economies of scale and eligibility for UK 100 index inclusion. The new trust will aim to deliver a real return over the long term through a combination of capital growth and a rising dividend. It aspires to be the UK’s leading ‘one-stop shop’ for global equity investment, at the core of retail investors’ portfolios. Subject to shareholder approval, the deal is expected to be finalised in early October.

Research

Flash note

Investment Companies

Witan Investment Trust — Investors to benefit from deal with Alliance Trust

Update

Investment Companies

Witan Investment Trust — Set to benefit from growth and structural change

Investment Companies

Update

Witan Investment Trust — Merger with Alliance Trust offers many benefits

Update

Investment Companies

Witan Investment Trust — A ‘one-stop global equities shop’ returning to form

Update

Investment Companies

Witan Investment Trust — Turning a corner

Review

Investment Companies

Witan Investment Trust — Strong absolute performance in 2021

Review

Investment Companies

Witan Investment Trust — Back on track

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Investment Companies

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

Review

Investment Companies

Witan Investment Trust — Meaningful improvement in performance

Review

Investment Companies

Witan Investment Trust — Evolution towards a more global portfolio

edison tv

Investment Companies

Witan Investment Trust: Half year results – interview with Andrew Bell (chief executive)
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