Witan Investment Services will be offering free share dealing (usually 1%) on all new lump sum ISA investments into Witan and Witan Pacific Investment Trusts throughout March and until 30 April 2009. This equates to a saving of £72 for those investing the full £7,200 maxi ISA allowance or £144 for those investing for both the 2008 and 2009 tax years. The only charge levied during this period is the mandatory 0.5% Government Stamp Duty.
The multi-manager approach adopted by both Witan, the £1bn global growth investment trust and Witan Pacific, the £100m Asia-Pacific (inc Japan) investment trust ensures they are well placed to provide capital growth over the longer-term whilst minimising risk and volatility.
Witan Investment Trust utilises the best of breed skills of managers cherry-picked from around the world to exploit opportunities in global markets and are well placed to take advantage of any uplift in markets.
Witan Pacific Investment Trust, managed by Aberdeen Asset Management and Nomura Asset Management employs complementary investment strategies aimed at minimising volatility and enhancing overall returns to shareholders against its benchmark.
Investors seeking further information on Witanor Witan Pacific Investment Trusts should call 0800 082 81 80 or visit www.witan.com . Investor case studies are available from Quill PR.
- ENDS -
For further information please contact:
James Frost
Marketing Director
Witan Investment Trust plc
Tel: 020 7227 9773
james.frost@witan.co.uk |
OR |
Eleanor Mitchell / Hugo Mortimer-Harvey
Quill PR
Tel: 020 7758 2240/2234
eleanor@quillpr.com
hugo@quillpr.com |
Notes to editors
This offer applies to lump sum postal and telephone investments only – online investments will incur the normal £15 fee.
Witan Investment Trust plc
Established in 1909, Witan is one of the UK’s largest investment trusts, managing some £1bn (as at 31.1.09, source AIC) on behalf of some 60,000 investors. Witan is listed in the ‘Global Growth’ sector.
www.witan.com
Witan Investment Services Limited is a wholly owned subsidiary of Witan Investment Trust plc.
Registered as an Investment Company in England No 101625.
Witan Manager Team
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Equity mandate
|
Manager
|
Based in
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% portfolio*
|
|
Global
|
MFS Investment Management
|
Boston, USA
|
10.0
|
|
Global
|
Southeastern Investment Management
|
Memphis, USA
|
14.0
|
|
Global
|
Thomas White International Ltd
|
Chicago, USA
|
10.0
|
|
UKMainstream
|
HendersonGlobal Investors
|
London, UK
|
16.0
|
|
UK
|
Artemis Investment Management
|
London, UK
|
7.0
|
|
UK
|
Marathon Asset Management
|
London, UK
|
7.0
|
|
UKSmaller Companies
|
HendersonGlobal Investors
|
London, UK
|
5.0
|
|
European ex UK
|
WellingtonManagement
|
Boston, USA
|
8.0
|
|
North American
|
HendersonGlobal Investors
|
London, UK
|
6.0
|
|
Japanese
|
Brandes Investment Partners
|
San Diego, USA
|
6.0
|
|
Asiaex-Japan
|
Comgest
|
Paris, France
|
5.0
|
|
Australia
|
Orbis
|
Sydney, Australia
|
2.0
|
Witan Pacific Investment Trust plc
Witan Pacific Investment Trust is an Asia-Pacific (including Japan) Trust with assets of £104m (as at 31.1.09, source AIC). The Trust moved to a multi-manager structure on 27 May 2005 with Witan Investment Services as Executive Manager. The investment managers are Aberdeen Asset Management and Nomura Asset Management. Each manages 50% of the Trust to the same Asia-Pacific mandate.
Witan Pacific Investment Trust plc is registered as an Investment Company in England No 91798.
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