Witan Investment TrustWTAN:LSE

1.90 / 0.27%
Latest price in GBXToday's changeShares traded1 year changeBeta
Data delayed at least 15 minutes, as of Aug 29 2014 12:43 BST.

Total returns on £1000

Fund / BenchmarkChange
PriceWitan (Ordinary Share)+19.37%
Witan (Ordinary Share)+12.33%
Morningstar's BenchmarkFTSE World+12.81%
As of Aug 26 2014.

Witan Investment Trust summary

Shares outstanding189.30m
Market cap1.34bn GBP
Total assets1.54bn GBP
Total expense ratio0.72%
Day high707.50
Day low706.00
Previous close708.50
Average volume113.56k
YTD Change+5.62 %
Diluted NAV (est)735.26
Diluted NAV (last pub)737.10
Premium/Discount-3.40 %
Gearing+110.00 %
52-week range
Aug 30 2013
Jun 12 2014

As of last trade WTAN:LSE traded at 706.60, 2.40% below its 52-week high of 724.00, set on Jun 12, 2014.

Data delayed at least 15 minutes, as of Aug 29 2014 12:43 BST.


Management group(s)Witan Investment Services
AIC sectorGlobal Growth
Launch date17 Feb 1909
Share typeOrdinary Share
Base currencyGBP


To achieve long term growth in income and capital through active multi-manager investment in global equities.

Management & contract fees

The Fund has 12 Investment managers for 6 different mandates, with contracts terminable on 1 month's notice. A base fee (averaging 0.47% as at 31-Dec-13) is paid to each according to the assets under management. Performance fees average 6% of outperformance, subject to a cap.


Div yield2.39944
Div ex-date19 Nov 2014
Div pay-date18 Dec 2014

Managed by

Team Managed Start : 15 Sep 2004
Data delayed at least 15 minutes, as of Aug 29 2014 12:43 BST.
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