Witan is managed by a selection of hand-picked managers chosen because of their success at delivering long-term growth. The portfolio is broken down as follows:
| EQUITY MANDATE |
MANAGER | BASED IN |
% OF PORTFOLIO AT QUARTER END |
|---|---|---|---|
| Global | Thomas White | Chicago, USA | 8.8 |
| Global | MFS Investment Management | Boston, USA | 8.1 |
| Global | Southeastern Investment Management | Memphis, USA | 11.7 |
| Global |
Veritas | London, UK |
11.3 |
| UK | Artemis Investment Management | London, UK | 8.2 |
| UK | Lindsell Train | London, UK | 10.8 |
| UK | NewSmith Asset Management | London, UK | 9.7 |
| UK Smaller Companies | Henderson Global Investors | London, UK | 2.1 |
| Pan-Europe | Marathon Asset Management | London, UK | 8.8 |
| Emerging Markets |
Trilogy | New York, USA | 4.0 |
| Asia Pacific ex Japan | Comgest | Paris, France | 6.5 |
| Direct Holdings |
Growth Opportunities Portfolio | - | 9.8 |
| Direct Holdings |
Other |
- | 0.2 |
Source: The WM Company as at 31.12.2011
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Current Size: 100%
Issued and approved by Witan Investment Services Limited. Witan Investment Services Limited is registered in England no. 5272533 of 14 Queen Anne’s Gate, London , SW1H 9AA. The VAT registration number for Witan Investment Services Limited is 863 5738 89. Witan Investment Services Limited provides investment products and services and is authorised and regulated by the Financial Services Authority. We may record telephone calls for our mutual protection and to improve customer service.
