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AJ Bell Webinar with Witan Investment Trust

CEO, Andrew Bell discusses Witan’s strategy and portfolio.


Witan Investment Trust is an equity investment. Please remember 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 fluctuations and you may not get back the amount originally invested. 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. The share price may trade above and below the NAV per share representing either a premium or discount to the share price respectively.

Investments and or investment strategies mentioned in the video may not be suitable or appropriate for all recipients. It is your responsibility to seek investment advice before making an investment decision. 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.