- 2020
- 2019
- 2018
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 (%) †
| Q2 2014 Q2 2015 | Q2 2015 Q2 2016 | Q2 2016 Q2 2017 | Q2 2017 Q2 2018 | Q2 2018 Q2 2019 | |
|---|---|---|---|---|---|
| Share Price | 13.9 | -2.5 | 36.2 | 10.9 | 0.6 |
| Net Asset Value‡ | 11.2 | 7.3 | 28.0 | 8.7 | 2.8 |
| Benchmark# | 6.8 | 7.6 | 22.7 | 8.3 | 6.3 |
| NAV-Benchmark Return | 4.4 | -0.3 | 5.3 | 0.4 | -3.5 |
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.
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† Source: Morningstar / Witan, total return includes the notional reinvestment of dividends. Annualised figures updated each calendar quarter.
‡ The Net Asset Value figures value debt at fair value and include the notional reinvestment of dividends.
# Witan’s benchmark is a composite of 30% FTSE All-Share, 25% FTSE All-World North America, 20% FTSE All-World Asia Pacific, 20% FTSE AllWorld Europe (ex UK), 5% FTSE All-World Emerging Markets. From 01.10.2007 to 31.12.2016 the benchmark was 40% FTSE All-Share, 20% FTSE
All-World North America, 20% FTSE All-World Europe (ex UK) and 20% FTSE All-World Asia Pacific.
Source: FTSE International Limited (“FTSE”). FTSE is a trade mark of the London Stock Exchange Group companies and is used by FTSE under license. For more information go to www.witan.com/legal-information.