ShareSoc Webinar with Investment Director, James Hart
Thursday, 6 July 2023
Our Investment Director James Hart recently presented an overview of Witan Investment Trust for a ShareSoc webinar, during which he discussed Witan’s investment strategy and portfolio, his outlook for the rest of 2023, and answered questions from a live audience. Watch the full webinar below.
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.
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. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person that is not an employee, officer, director or authorized agent of the recipient, without Witan Investment Services Limited's prior permission.
Investment trusts and closed-ended funds are allowed to borrow. This is known as ‘gearing’. In a rising market, it will tend to enhance returns because of the investment fund’s increased exposure to the market. By the same token, however, it will tend to increase losses triggered by a falling market and a sufficiently large fall in value could mean you get nothing back at all. Funds may, however, increase or decrease their levels of gearing to suit market conditions.
Issued and approved by Witan Investment Services Limited FRN: 446227 on 6th July 2023.