Investment Trusts

Witan Investment Trust

WTAN:LSE

Witan Investment Trust

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  • Price (GBX)248.50
  • Today's Change1.00 / 0.40%
  • Shares traded742.65k
  • 1 Year change+9.96%
  • Beta0.9892
Data delayed at least 20 minutes, as of Apr 18 2024 17:59 BST.
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Top holdings

22.90%Per cent of portfolio in top holdings
Holding% of portfolio
GMO Climate Change Investment A GBP Acc5.91%
Amazon.com Inc2.56%
Vanguard FTSE 250 UCITS ETF2.24%
Apax Global Alpha Ord2.20%
VH Glob Sustainable Energy Opp Ord1.94%
Diageo PLC1.77%
Unilever PLC1.71%
Microsoft Corp1.56%
NatWest Group PLC1.52%
RELX PLC1.49%
As of Mar 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Technology16.44%
Industrials16.34%
Financial Services12.19%
Consumer Cyclical9.61%
Healthcare9.35%
Consumer Defensive8.74%
Basic Materials6.24%
Communications Equipment5.93%
Energy2.22%
Other1.34%
As of Feb 29 2024.

Regional holdings

Holding% of portfolio
USA40.05%
UK17.38%
France5.62%
Ireland4.13%
Japan3.00%
Netherlands2.96%
Canada2.24%
Other13.04%
As of Feb 29 2024.
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