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
0.83 %
Risk Rating
3
3 Year Sharpe
1.38
3 Year Alpha
1.96
Yield
2.1 %
Benchmark
FTSE Emerging TR GBP
Fund Size
£ 2.01 billion
NAV
1,141
Gearing
116
Discount Premium
-2
To offer diversified exposure to global markets (principally equities) using a multi-manager approach. 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 Ltd2.04 %
Apax Global Alpha1.70 %
Vonovia SE1.70 %
Unilever Nv Pfd1.38 %
Alphabet Inc DR1.37 %
London Stock Exchange Group PLC1.31 %
BlackRock World Mining Trust PLC1.30 %
Electra Private Equity PLC1.25 %
Lloyds Banking1.23 %
JP Morgan Asset Management (UK) Ltd1.18 %
Region%
United Kingdom50.74 %
United States29.01 %
Eurozone13.95 %
Sector%
Financial Services35.48 %
Technology18.23 %
Consumer Cyclical11.41 %
Industrials11.36 %
Consumer Defensive7.26 %
Name
Witan Investment Services Limited
Address
SW1H 9AA, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Andrew Bell

Joined 02/01/2010

Data provided by Morningstar.

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