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About the company
Witan Investment Trust plc is a United Kingdom-based investment trust. The Company's objective is to achieve an investment total return exceeding that of its benchmark over the long term, together with growth in the dividend ahead of inflation. It invests primarily in listed companies across global equity markets, using a multi-manager approach. The Company's actively managed portfolio covers a range of markets and sectors, offering a distinctive way for investors to access the opportunities created by global economic growth. It invests in various sectors, which include industrials, financials, information technology, investment companies, consumer staples, healthcare, consumer discretionary and materials, among others. Its investment managers are Jennison Associates LLC, Lansdowne Partners (UK) LLP, Lindsell Train Limited, Veritas Asset Management, WCM Investment Management and Artemis Investment Management LLP (core portfolio), GMO LLC and GQG Partners LLC (specialist portfolio).
- Revenue in GBP (TTM)206.42m
- Net income in GBP181.48m
- Incorporated1909
- Employees6.00
- LocationWitan Investment Trust14 Queen Anne's GateLONDON SW1H 9AAUnited KingdomGBR
- Phone+44 20 7227 9770
- Websitehttps://www.witan.com/
Profile
| Management group(s) | Witan Investment Services Limited |
|---|---|
| AIC sector | Global |
| ISIN | GB00BJTRSD38 |
| Launch date | 17 Feb 1909 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To achieve an investment total return exceeding that of the Company’s benchmark over the long term, together with growth in the dividend ahead of inflation. Witan invests primarily in listed companies across global equity markets, using a multi-manager approach. The Company’s actively managed portfolio covers a broad range of markets and sectors, offering a distinctive way for investors to access the opportunities created by global economic growth.
Managed by
| James Hart, Andrew Bell |
|---|
Management & contract fees
The management fees range from 0.3% to 0.6% p.a. The weighted average base fee was 0.47% as at 31 December 2021. The performance-related fees are subjected to capping in any year. The agreements can be terminated on one to three months notice.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Aberforth Smaller Companies Trust plc | 114.86m | 99.04m |
| Hipgnosis Songs Fund Ltd | 119.54m | -106.74m |
| Sequoia Economic Infrastrctr Incm Fd Ltd | 105.91m | 95.12m |
| Bankers Investment Trust PLC | 79.14m | 64.56m |
| Allianz Technology Trust PLC | 429.01m | 420.20m |
| BH Macro Ltd | 151.19m | 53.24m |
| Nationwide Building Society | 12.29bn | 1.66bn |
| Finsbury Growth & Income Trust PLC | 143.71m | 128.86m |
| Pantheon International PLC | -14.34m | -54.32m |
| Witan Investment Trust plc | 206.42m | 181.48m |
| Murray International Trust plc | 151.47m | 131.85m |
| Fidelity European Trust PLC | 262.10m | 238.69m |
| Personal Assets Trust PLC | 39.06m | 20.74m |
| Templeton Emerging Markets Inv Trust plc | 199.29m | 167.88m |
| Mercantile Investment Trust PLC | 97.69m | 75.21m |
| JPMorgan American Investment Trust PLC | 329.10m | 318.32m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Schroder & Co Bank AG (Private Banking)as of 01 Mar 2024 | 24.56m | 4.00% |
| Rathbones Investment Management Ltd.as of 01 Mar 2024 | 19.36m | 3.15% |
| Hargreaves Lansdown Asset Management Ltd.as of 01 Mar 2024 | 13.42m | 2.19% |
| Investec Wealth & Investment Ltd.as of 01 Mar 2024 | 11.14m | 1.82% |
| BlackRock Investment Management (UK) Ltd.as of 01 Mar 2024 | 9.96m | 1.62% |
| Evelyn Partners Investment Management LLPas of 01 Mar 2024 | 9.41m | 1.53% |
| Vanguard Global Advisers LLCas of 31 Mar 2024 | 7.09m | 1.16% |
| Legal & General Investment Management Ltd.as of 01 Mar 2024 | 6.23m | 1.02% |
| HSBC Global Asset Management (UK) Ltd.as of 01 Mar 2024 | 5.12m | 0.83% |
| Schroder Investment Management Ltd.as of 01 Mar 2024 | 4.63m | 0.75% |
