Investment Trusts

Witan Investment Trust

WTAN:LSE

Witan Investment Trust

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  • Price (GBX)263.50
  • Today's Change1.00 / 0.38%
  • Shares traded736.57k
  • 1 Year change+16.08%
  • Beta0.9838
Data delayed at least 20 minutes, as of May 24 2024 16:35 BST.
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Top holdings

23.34%Per cent of portfolio in top holdings
Holding% of portfolio
GMO Climate Change Investment A GBP Acc5.63%
Amazon.com Inc2.68%
Vanguard FTSE 250 UCITS ETF2.41%
Apax Global Alpha Ord2.30%
VH Glob Sustainable Energy Opp Ord2.09%
Unilever PLC1.85%
Diageo PLC1.74%
NatWest Group PLC1.67%
Microsoft Corp1.56%
RELX PLC1.41%
As of Apr 30 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Industrials15.87%
Technology15.01%
Financial Services13.21%
Consumer Cyclical10.08%
Consumer Defensive8.98%
Healthcare8.95%
Communications Equipment6.69%
Basic Materials6.00%
Energy2.31%
Other1.53%
As of Apr 30 2024.

Regional holdings

Holding% of portfolio
USA38.65%
UK19.34%
France5.28%
Ireland4.46%
Japan2.74%
India2.28%
Netherlands2.27%
Other13.61%
As of Apr 30 2024.
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