Witan Investment Trust PLCWTAN:LSE

2.27 / 0.30%
Latest price in GBXToday's changeShares traded1 year changeBeta
Data delayed at least 15 minutes, as of Oct 07 2015 13:10 BST.

Total returns on £1000

Fund / BenchmarkChange
PriceWitan (Ordinary Share)+10.27 %
Witan (Ordinary Share)+7.10 %
Morningstar's BenchmarkFTSE World+1.78 %
As of Oct 05 2015.

Witan Investment Trust PLC summary

Shares outstanding197.69m
Market cap1.50bn GBP
Total assets1.74bn GBP
Total expense ratio0.80%
Day high766.50
Day low759.00
Previous close764.00
Average volume125.71k
YTD Change+1.09 %
Diluted NAV (est)762.74
Diluted NAV (last pub)760.50
Premium/Discount+0.16 %
Gearing+115.00 %
52-week range
Oct 16 2014
Apr 14 2015

As of last trade WTAN:LSE traded at 761.73, 10.39 % below its 52-week high of 850.00, set on Apr 14, 2015.

Data delayed at least 15 minutes, as of Oct 07 2015 13:10 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 yield2.31239
Div ex-date20 Aug 2015
Div pay-date18 Sep 2015

Managed by

Andrew Bell Start : 01 Feb 2010
James Hart Start : 20 Apr 2015
Data delayed at least 15 minutes, as of Oct 07 2015 13:10 BST.
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