Andrew Bell, in discussion with Ollie Smith, UK Editor of Morningstar
This material is a marketing communication issued and approved by Witan Investment Services Limited FRN 446227 on 24/01/24, registered in England no. 5272533 of 14 Queen Anne’s Gate, London SW1H 9AA. The VAT registration number for Witan Investment Services is 863 5738 89. Witan Investment Services is authorised and regulated by the Financial Conduct Authority. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. No reliance may be placed for any purpose on the information and opinions contained in the presentations or their accuracy or completeness. It is your responsibility to seek investment advice before making an investment decision.
At the time that this video was filmed (January 2024) the discrete performance of the Trust was:
Discrete performance (%) †
| Q4 2018 Q4 2019 | Q4 2019 Q4 2020 | Q4 2020 Q4 2021 | Q4 2021 Q4 2022 | Q4 2022 Q4 2023 | |
|---|---|---|---|---|---|
| Share Price | 22.1 | 2.7 | 11.9 | -9.8 | 10.1 |
| Net Asset Value‡ | 21.3 | 4.2 | 15.8 | -10.3 | 12.8 |
| Benchmark# | 20.1 | 9.5 | 19.9 | -6.2 | 14.7 |
| NAV-Benchmark Relative | 1.3 | -5.3 | -4.2 | -4.1 | -1.9 |
|
Relative numbers may not add up due to rounding. |
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*Please remember, past performance is not a guide to future performance, and the value of shares and the income from them can rise and fall, so investors may not get back the amount originally invested.
Witan is an equity investment. 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.