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Our strategy is to add value by investing primarily in listed individual companies across a broad spread of global equity markets. Witan seeks to construct a combined portfolio covering a broad range of markets and sectors, offering a distinctive way for individual as well as institutional investors to access the opportunities created by global economic growth.

Our purpose

Our purpose is to achieve significant growth in our investors’ wealth by investing in global equity markets, using a multi-manager approach.

Our objective

Our Objective is to achieve an investment total return exceeding that of the Company’s benchmark over the long term, together with growth in the dividend ahead of inflation.

Our approach

We select exceptional third party managers who are expected to outperform their assigned benchmarks. Most of the managers are not open for investment by UK individuals, or not on the same terms. They manage approximately 90% of Witan’s assets. The remaining assets are invested directly by Witan’s Executive team, which is also responsible for the management of gearing, under delegated guidelines from the Board.

Benchmark

Our benchmark is a combination of global equity markets, giving access to a wide range of investment opportunities in the global economy, covering the investment universe from which most of the portfolio holdings are chosen.

Benchmark 30%

UK

Benchmark 25%

North America

Benchmark 20%

Europe ex-UK

Benchmark 20%

Asia Pacific

Benchmark 5%

Emerging Markets

Witan’s benchmark is a composite of 30% FTSE All-Share, 25% FTSE All-World North America, 20% FTSE All-World Asia Pacific, 20% FTSE All-World Europe (ex UK), 5% FTSE All-World Emerging Markets. From 01.10.2007 to 31.12.2016 the benchmark was 40% FTSE All-Share, 20% FTSE All-World North America, 20% FTSE All-World Europe (ex UK) and 20% FTSE All-World Asia Pacific.

The portfolio is actively managed and not designed to track any combination of indices. Performance can be expected to vary, sometimes considerably, from benchmark returns, while aiming for long-term outperformance.

Please remember 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.

Source: FTSE International Limited (“FTSE”). FTSE is a trade mark of the London Stock Exchange Group companies and is used by FTSE under license. For more information go to Legal Information.