Our multi-manager approach means that we search for the best fund managers internationally, so the portfolio is never reliant on the stock-picking skills of one individual.
Our purpose

Is to achieve significant growth in our investors’ wealth by investing in global equity markets, using a multi-manager approach.*

Our objective

Is to achieve an investment total return exceeding that of the Company’s benchmark(1) over the long term, together with growth in the dividend ahead of inflation.

(1) Witan’s benchmark is 85% Global (MSCI All Country World Index) and 15% UK (MSCI UK IMI Index).
75 %
Core portfolio
group
10 %
UK portfolio
+/- 5%
65 %
Global portfolio
+/- 10%
  • Managers employ a range of approaches to select from a broad universe of high-quality companies throughout the world.
  • The core portfolio includes companies with enduring cash flows, underappreciated growth prospects or undervalued, often cyclical businesses. 
our-strategy-image
25 %
Specialist portfolio
+/- 10%.
  • Managers with the potential to deliver superior growth through specialist regional or sectoral expertise.
  • Direct Holdings in collective funds. Actively managed with no fixed allocation. 
  • Investments in unquoted growth funds.
  • Provides exposure to specialist asset classes and other opportunities including Emerging Markets, Climate Change, Private Equity and Life Sciences.

Choosing our managers

The Executive team works closely with the Board to select third-party managers from across the world. The team uses a variety of networks, databases and comprehensive due diligence to identify and interview potential managers. Shortlisted managers present to the Board, which takes the final decision on appointment.

What we look for from our managers

We aim to appoint managers with the following attributes who have an identifiable ‘edge’ to enable them to outperform over the long term.

Meet the managers

people
People
Talented and accountable investment leadership, committed to serving their clients’ interests.
portfolio
Process
High-conviction portfolio construction, using clear and simple processes, with analysis taking account of secular change.
Group
Portfolio
Investments characterised by long-term growth in sustainable cash flows and the integration of ESG principles.
Graph
Performance
Potential for material outperformance over the long term, after fees.

Capital allocation

The Executive team seeks to add to performance by varying the use of gearing and a range of additional levers to adapt to different conditions.

Value creation

We aim to generate total returns which exceed the benchmark over the long term.

Over the long term Witan has generated growth in both capital and income on behalf of our shareholders. Our managers seek out high quality companies not by geography or sector but by their specific prospects for creating value over the long term.

Witan has grown its dividend for the last 49 years.*

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*Witan Investment Trust is an equity investment. Please note that past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.

Discrete performance (%)

 

Why invest in Witan?

Find out what makes us a one stop shop for global investment

Investor information

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Meet the managers

Hear from our managers on how they manage their portfolios