Witan Investment TrustWTAN:LSE

1.50 / 0.19 %
Close in GBXToday's changeShares traded1 year changeBeta
Data delayed at least 15 minutes, as of Nov 27 2015 17:41 GMT.

Total returns on £1000

Fund / BenchmarkChange
PriceWitan (Ordinary Share)+7.47 %
Witan (Ordinary Share)+5.31 %
Morningstar's BenchmarkFTSE World+3.76 %
As of Nov 25 2015.

Witan Investment Trust summary

Shares outstanding199.41m
Market cap1.55bn GBP
Total assets1.79bn GBP
Total expense ratio0.80%
Day high789.00
Day low784.00
Previous close789.00
Average volume95.23k
YTD Change+4.51 %
Diluted NAV (est)781.25
Diluted NAV (last pub)781.70
Premium/Discount+0.80 %
Gearing+114.00 %
52-week range
Aug 24 2015
Apr 14 2015

On Friday, WTAN:LSE closed at 787.50, 7.35 % below its 52-week high of 850.00, set on Apr 14, 2015.

Data delayed at least 15 minutes, as of Nov 27 2015 17:41 GMT.


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 yield2.27866
Div ex-date19 Nov 2015
Div pay-date18 Dec 2015

Managed by

Andrew Bell Start : 01 Feb 2010
James Hart Start : 20 Apr 2015
Data delayed at least 15 minutes, as of Nov 27 2015 17:41 GMT.
© Thomson Reuters Click for restrictions.

All markets data located on FT.com is subject to the FT Terms & Conditions.

All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

Any information that you receive via FT.com is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.