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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.*

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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.

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All the variety the world has to offer

The sheer variety of investment opportunities means that they aren’t always obvious or easy to enter.

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.*

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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.

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A growing dividend paid quarterly

Witan has a 46-year history of consecutive dividend rises and as an investment trust is able to hold revenues in reserve to help smooth out dividend payments.

Witan has been investing since

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And manages assets of over

£ 0 billion

On behalf of more than

0 investors

Witan: Global market access, multi manager expertise and proactive portfolio management hold the potential for outperformance over the long term.* 

How to invest in Witan

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 (%) 

  Q3 2016
Q3 2017
Q3 2017
Q3 2018
Q3 2018
Q3 2019
Q3 2019
Q3 2020
Q3 2020
Q3 2021
Share Price  24.8 10.5 0.3 -11.2 34.5
Net Asset Value  19.2 9.6 1.4 -6.3 33.0
Benchmark#  15.5 9.1 5.4 2.6 23.3
NAV-Benchmark Relative 3.7 0.5 -4.0 -8.9 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 (MSCI All Country World Index) and 15% UK (MSCI UK IMI Index). 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. The benchmark changes since 2007 reflect a shift from the UK in favour a more international strategic asset allocation, together with an index simplification from 2020.
For more information go to www.witan.com/support/legal-information.

How to buy Witan shares on an online platform

Online platforms

Learn more about an investment trust

The basics

See how our portfolio is invested

Portfolio