Witan Investment TrustWTAN:LSE

9.50 / 1.34%
Close in GBXToday's changeShares traded1 year changeBeta
Data delayed at least 15 minutes, as of Sep 19 2014 17:15 BST.

Total returns on £1000

Fund / BenchmarkChange
PriceWitan (Ordinary Share)+14.04 %
Witan (Ordinary Share)+8.64 %
Morningstar's BenchmarkFTSE World+10.97 %
As of Sep 15 2014.

Witan Investment Trust summary

Shares outstanding189.26m
Market cap1.35bn GBP
Total assets1.56bn GBP
Total expense ratio0.72%
Day high719.00
Day low708.00
Previous close708.50
Average volume124.25k
YTD Change+7.32 %
Diluted NAV (est)742.71
Diluted NAV (last pub)738.80
Premium/Discount-3.33 %
Gearing+110.00 %
52-week range
Oct 09 2013
Jun 12 2014

On Friday, WTAN:LSE closed at 718.00, 0.83 % below its 52-week high of 724.00, set on Jun 12, 2014.

Data delayed at least 15 minutes, as of Sep 19 2014 17:15 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 yield2.36769
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 Sep 19 2014 17:15 BST.
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