Witan Investment Trust

Name
Witan Investment Trust
Manager
Witan Investment Services Limited
Type
Closed Ended Investment Company
ISIN
GB00BJTRSD38
Sector
Global
Launched
17/02/1909
OCF
0.79 %
Risk Rating
4
3 Year Sharpe
1.19
3 Year Alpha
1.56
Yield
2.3 %
Benchmark
FTSE Emerging TR GBP
Fund Size
£ 1.85 billion
NAV
217
Gearing
111
Discount Premium
-3
To long term growth in income and capital through active investment in global equities. The portfolio is diversified by geographical region, industrial sector and at the individual stock level. It typically uses between 10 and 15 investment managers. The blend of different active approaches and styles aims to deliver added value for shareholders while smoothing out the volatility normally associated with a single manager.
Holding %
Syncona Ord 2.41 %
Apax Global Alpha Ord 2.12 %
Vonovia SE 1.93 %
BlackRock World Mining Trust plc 1.57 %
BP PLC 1.54 %
Diageo PLC 1.18 %
Delta Air Lines Inc 1.10 %
Lloyds Banking Group PLC 1.08 %
London Stock Exchange Group PLC 1.03 %
Charter Communications Inc A 1.03 %
Region %
United Kingdom 34.61 %
United States 22.57 %
Eurozone 15.41 %
Asia - Emerging 8.65 %
Asia - Developed 6.00 %
Japan 5.38 %
Sector %
Financial Services 16.90 %
Industrials 16.29 %
Technology 13.11 %
Consumer Defensive 12.85 %
Consumer Cyclical 12.32 %
Healthcare 8.79 %
Basic materials 6.26 %
Name
Witan Investment Services Limited
Address
SW1H 9AA, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Bevis Comer
Joined 06/17/2013
Peter Davies
Joined 12/14/2012

Davies is a portfolio manager of Lansdowne, he joined the firm in 2001. Davies was formerly a director of Merrill Lynch Investment Management working on the US team covering technology stocks until 1993; he joined the UK specialist team in 1994.

Nick Train
Joined 09/01/2010

Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.

Derek Stuart
Joined 06/05/2008

Derek manages the Artemis UK Special Situations Fund, which he launched in March 2000, and segregated accounts alongside Andy Gray. He trained in fund management at Ivory & Sime and was promoted in 1992 to run UK equity income portfolios. Derek co-founded Artemis in 1997.

Data provided by Morningstar.

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