Witan Ord

Name
Witan Investment Trust
Manager
Witan Investment Services Limited
Type
Closed Ended Investment Company
ISIN
GB0009744060
Sector
LC00000615
Launched
17/02/1909
OCF
0.79 %
Risk Rating
4
3 Year Sharpe
1.46
3 Year Alpha
3.24
Yield
2.1 %
Benchmark
FTSE Emerging TR GBP
Fund Size
£ 1.86 billion
NAV
1,074
Gearing
111
Discount Premium
-3
To long term growth in income and capital through active investment in global equities. The portfolio is diversified by geographical region, industrial sector and at the individual stock level. It typically uses between 10 and 15 investment managers. The blend of different active approaches and styles aims to deliver added value for shareholders while smoothing out the volatility normally associated with a single manager.
Holding%
Syncona Ord2.43 %
Apax Global Alpha Ord2.09 %
Vonovia SE2.00 %
BlackRock World Mining Trust plc1.58 %
Delta Air Lines Inc1.36 %
Diageo PLC1.20 %
BP PLC1.11 %
Unilever PLC1.08 %
Lloyds Banking Group PLC1.08 %
Charter Communications Inc A1.04 %
Region%
United Kingdom33.33 %
United States23.66 %
Eurozone14.68 %
Asia - Emerging8.93 %
Asia - Developed6.60 %
Japan5.62 %
Sector%
Financial Services16.37 %
Industrials15.96 %
Technology13.73 %
Consumer Cyclical12.80 %
Consumer Defensive12.75 %
Healthcare9.42 %
Basic materials5.77 %
Communication Services5.09 %
Name
Witan Investment Services Limited
Address
SW1H 9AA, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Bevis Comer

Joined 06/17/2013

Peter Davies

Joined 12/14/2012

Davies is a portfolio manager of Lansdowne, he joined the firm in 2001. Davies was formerly a director of Merrill Lynch Investment Management working on the US team covering technology stocks until 1993; he joined the UK specialist team in 1994.
Nick Train

Joined 09/01/2010

Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.
Derek Stuart

Joined 06/05/2008

Derek manages the Artemis UK Special Situations Fund, which he launched in March 2000, and segregated accounts alongside Andy Gray. He trained in fund management at Ivory & Sime and was promoted in 1992 to run UK equity income portfolios. Derek co-founded Artemis in 1997.

Data provided by Morningstar.

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