Insights

This material is a marketing communication issued and approved by Witan Investment Services Limited (registered in England no. 5272533) FRN:446227 on 21 February 2023, which is authorised and regulated by the Financial Conduct Authority. It is for information purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction. Opinions expressed are current opinions as at the date of appearing in this material. No reliance may be placed for any purpose on the information and opinions contained in the presentations or their accuracy or completeness. The views expressed herein represent those of the fund manager and not those of Witan Investment Services. Any financial instruments and investments discussed are for information purposes only and are examples used to demonstrate aspects of the fund manager’s investment process. They do not represent investment advice or personal recommendations.

Witan Investment Trust 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.

This video refers to the performance of Witan Investment Trust. At the time that this video was filmed (February 2023) the discrete performance of the Trust was:

^{* Source: Morningstar/Witan. Total return includes the notional investment of dividends.
 ** The Net Asset Value figures value debt at fair value.
*** 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. For more information go to  http://www.witan.com/support/legal-information}

For a full overview of the Trust’s performance please visit www.witan.com.