Witan Investment TrustWTAN:LSE

3.50 / 0.42%
Close in GBXToday's changeShares traded1 year changeBeta
Data delayed at least 15 minutes, as of May 22 2015 16:35 BST.

Total returns on £1000

Fund / BenchmarkChange
PriceWitan (Ordinary Share)+19.21 %
Witan (Ordinary Share)+15.81 %
Morningstar's BenchmarkFTSE World+15.71 %
As of May 18 2015.

Witan Investment Trust summary

Shares outstanding193.51m
Market cap1.60bn GBP
Total assets1.87bn GBP
Total expense ratio0.80%
Day high830.00
Day low824.00
Previous close824.00
Average volume193.04k
YTD Change+9.82 %
Diluted NAV (est)821.75
Diluted NAV (last pub)817.00
Premium/Discount+0.70 %
Gearing+117.00 %
52-week range
Oct 16 2014
Apr 14 2015

As of last trade WTAN:LSE traded at 827.50, 2.65 % below its 52-week high of 850.00, set on Apr 14, 2015.

Data delayed at least 15 minutes, as of May 22 2015 16:35 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 0.48% as at 31-Dec-14) is paid to each according to the assets under management. Performance fees average 6% of outperformance, subject to a cap.


Div yield2.1103
Div ex-date21 May 2015
Div pay-date18 Jun 2015

Managed by

Andrew Bell Start : 01 Feb 2010
James Hart Start : 20 Apr 2015
Data delayed at least 15 minutes, as of May 22 2015 16:35 BST.
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