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 |
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

Investment Companies |
Update

30.09.22

Witan Investment Trust — Turning a corner

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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	1.5	7.4	21.6
Relative	2.8	3.7	9.8
52 week high/low	270.0p/210.5p

Overview

Following a review of Witan Investment Trust’s (WTAN’s) investment management arrangements, the boards of WTAN and Alliance Trust (ATST) have announced a combination of the two companies to create Alliance Witan PLC. Witan’s board unanimously recommended the deal, which ensures the continuation of its active multi-manager approach and a broadly similar investment strategy. With combined net assets of c £5bn, significant liquidity, economies of scale and eligibility for UK 100 index inclusion, Alliance Witan will aim to deliver a real-term 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. The combination is expected to be finalised in September or October this year, subject to shareholder approval, and should deliver what the announcement deemed ‘substantial benefits’ for shareholders of WTAN, ATST and the new Alliance Witan trust.