A one-stop shop for global equity investment, offering growth in capital and income.
With so many options, deciding how to invest in global stock markets for an ISA, SIPP or savings can be confusing. At Witan Investment Trust our purpose is to achieve significant growth in our investors’ wealth, while making investing simple for our shareholders.*
investing since
4 reasons to invest in Witan
Collective Wisdom
Witan Investment Trust invests in established as well as promising emerging companies around the world. We search for the best fund managers internationally, so the portfolio is not reliant on the stock-picking skills of one individual.
The multi-manager team-based approach ensures that the portfolio embraces many companies, sectors and geographies.
That degree of diversity — coupled with the variety of investments — makes Witan a straightforward, one-stop gateway to the international equity markets.
All the variety the world has to offer
The sheer variety of investment opportunities means that they aren’t always obvious or easy to invest in.
Our global investment managers identify those opportunities and provide access to them. Although each manager has its own style and specialisations, it’s their complementary skills and collective wisdom which provides long term capital and income growth for our shareholders.*
A share in Witan gives you variety, diversity, opportunity
Some managers focus on large, ‘household name’ companies; while others might seek to profit from pioneering businesses involved in clean energy, private equity or life sciences.
But sectors and markets change over time. When that happens, we can appoint or replace managers accordingly. For short term opportunities, we may use gearing and derivatives to capitalise on those events and mitigate the risks.
A growing dividend paid quarterly
Witan has a 49-year history of consecutive dividend rises and as an investment trust is able to hold revenues in reserve to help smooth out dividend payments.*
Investment approach
Our investment approach is built on the four foundations of talent, experience, independence and being adaptable
Talent
We search for the best fund managers worldwide, choosing managers to complement each other, not to cover all styles. Our managers are active investors and construct high conviction portfolios focusing on their best ideas.
This high level of conviction produces portfolios which are differentiated from their benchmarks which they aim to outperform.
Experience
Founded in 1909, we have a long track record of producing capital and income growth. We have invested through challenging economic cycles, wars and political crises, helping put contemporary events into perspective. View our long-term performance.
Independence
Witan is an independent and self-managed investment company – dedicated to sustainable growth in its shareholders’ wealth. Witan’s employees are solely focused on the success of the Company.
Our independence means we simply seek, without pre-set constraints, to select the best managers available, in the interest of our shareholders.
Adaptable
Our multi-manager strategy allows us to respond to changes in long-term trends either by changing managers and investment style or investing via our specialist portfolio with managers who have expert knowledge of particular sectors or regions. Using gearing and derivatives we can also adapt our portfolio to short-term opportunities or to manage risk.
"Founded in 1909, we have survived boom and bust cycles, wars and political crises, helping put contemporary events into perspective. Our global approach seeks out the best opportunities across a broad range of economies, diluting risks from reliance on a single region."
Andrew Bell, CEO
Our benchmarking
Our heritage
Witan was established in 1909 to manage the estate of the first Lord Faringdon, Alexander Henderson. In 2004 Witan became self-managed and appointed its first Chief Executive Officer who, along with his Board colleagues, oversees the multi-manager structure and directs investment strategy.
How to invest
Witan can be held in an ISA, SIPP or investment account.
Shares can be bought through a financial adviser or an online platform.
*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 (%) †
| Q2 2019 Q2 2020 | Q2 2020 Q2 2021 | Q2 2021 Q2 2022 | Q2 2022 Q2 2023 | Q2 2023 Q2 2024 | |
|---|---|---|---|---|---|
| Share Price | -11.6 | 34.7 | -12.6 | 12.8 | 21.4 |
| Net Asset Value‡ | -8.9 | 37.4 | -11.8 | 13.8 | 15.0 |
| Benchmark# | 2.3 | 24.5 | -2.6 | 11.2 | 19.5 |
|
Relative numbers may not add up due to rounding. |
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