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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

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)

Investment Companies

Review

Witan Investment Trust — Meaningful improvement in performance

Review

Investment Companies

Witan Investment Trust — Diversified exposure to global equities

Review

Investment Companies

Witan Investment Trust — Buoyant revenue generation

Review

Investment Companies

Witan Investment Trust — Long-term outperformance from multi-managers

Review

Investment Companies

Witan Investment Trust — Global equity exposure via specialist managers

Review

Investment Companies

Witan Investment Trust — Adding to its record of outperformance

Review

Investment Companies

Witan Investment Trust — Increasing exposure to continental Europe

Review

Investment Companies

Witan Investment Trust — Seeking to procure the world’s best stock pickers

Review

Investment Companies

Witan Investment Trust — Update 4 July 2016

Review

Investment Companies

Witan Investment Trust — Update 6 December 2015

edison tv

Investment Companies

Analyst Interview – Witan Investment Trust

thematic

Investment Companies

Emerging markets – Worthy of consideration

thematic

Investment Companies

Dynam Capital at the 2024 Vietnam ESG Conference

thematic

Investment Companies

UK stock market – Scope for further upside in UK large-cap stocks

thematic

Investment Companies

Listed private equity – Performing a balancing act

thematic

Investment Companies

European equities

thematic

Investment Companies

Listed Private Equity

thematic

Investment Companies

Vietnamese equities: Due a comeback?

thematic

Investment Companies

Investment companies: Latin America is worthy of consideration

thematic

Consumer

IPO apocalypse

thematic

TMT

ESG, moving beyond the box tick

thematic

Investment Companies

The case for US capital markets

thematic

Investment Companies

Value Investing: Living with the reality, waiting for the inevitable

thematic

Consumer

Illuminator: August Update

thematic

Investment Companies

Post Woodford- A spotlight on smaller company liquidity

thematic

Investment Companies

How to buy and sell investment trusts

thematic

Investment Companies

Types of investment trusts

thematic

Consumer

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

Investment Companies

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Investment Companies

Investment Trusts Quarterly: Growth and income