Witan Investment Trust

Overview
Price performance
Financials
Research
Thematics

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

Investment Companies |
Update

23.09.24

Witan Investment Trust — Merger with Alliance Trust offers many benefits

Investment Companies |
Flash note

27.06.24

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

Investment Companies |
Update

29.09.23

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

Investment Companies |
Update

20.03.23

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

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Sector

Investment Companies

Equity Analyst

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.