Investment Trusts

Witan Investment Trust

WTAN:LSE

Witan Investment Trust

  • Price (GBX)252.00
  • Today's Change3.00 / 1.20%
  • Shares traded675.89k
  • 1 Year change11.75%
  • Beta0.9875
Data delayed at least 20 minutes, as of Apr 26 2024 18:03 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%

Sector weighting

Sector% of portfolio
Technology16.20%
Industrials15.75%
Financial Services12.66%
Consumer Cyclical9.95%
Healthcare9.17%
Consumer Defensive8.86%
Communications Equipment6.52%
Basic Materials6.51%
Energy2.19%
Other1.36%

Regional holdings

Holding% of portfolio
USA40.32%
UK18.25%
France5.48%
Ireland4.35%
Japan2.85%
Netherlands2.56%
Canada2.24%
Other13.11%
Data Provided by LSEG
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