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The research material above has been commissioned by Witan Investment Trust. The information and opinions expressed in the report are that of the relevant research provider and should be considered as factual information only and not as a recommendation to purchase. Please remember past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.

Discrete performance (%)

Q1 2015
Q1 2016
Q1 2016
Q1 2017
Q1 2017
Q1 2018
Q1 2018
Q1 2019
Q1 2019
Q1 2020
Share Price-6.732.28.43.9-19.3
Net Asset Value0.429.05.45.0-18.4
Benchmark#-2.928.93.37.3-8.8
NAV-Benchmark Return3.30.12.0-2.3-9.7

Relative numbers may not add up due to rounding.

 Source: Morningstar / Witan total return includes the notional reinvestment of dividends.
 The Net Asset Value figures value debt at fair value and include the notional reinvestment of dividends.
# Witan’s benchmark is a composite of 85% Global and 15% UK. From 01.01.2017 to 31.12.2019 the benchmark was 30% UK, 25% North America, 20% Asia Pacific, 20% Europe (ex UK), 5% Emerging Markets. From 01.10.2007 to 31.12.2016 the benchmark was 40% UK, 20% North America, 20% Europe (ex UK) and 20% Asia Pacific.
With effect from August 2020, the source for benchmark index performance data will be MSCI International, replacing the previous FTSE source.
For more information go to www.witan.com/support/legal-information.