Inactive Instrument

Company Witan Investment Trust plc London S.E.

Equities

GB0009744060

Investment Trusts

Business Summary

Witan Investment Trust plc is a United Kingdom-based investment trust. The Company's objective is to achieve an investment total return exceeding that of its benchmark over the long term, together with growth in the dividend ahead of inflation. It invests primarily in listed companies across global equity markets, using a multi-manager approach. The Company's actively managed portfolio covers a range of markets and sectors, offering a distinctive way for investors to access the opportunities created by global economic growth. It invests in various sectors, which include industrials, financials, information technology, investment companies, consumer staples, healthcare, consumer discretionary and materials, among others. Its investment managers are Jennison Associates LLC, Lansdowne Partners (UK) LLP, Lindsell Train Limited, Veritas Asset Management, WCM Investment Management and Artemis Investment Management LLP (core portfolio), GMO LLC and GQG Partners LLC (specialist portfolio).

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment Trust
100.0 %
44 100.0 % 42 100.0 % -3.92%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
30.6 %
14 32.2 % 13 30.6 % -8.84%
Other
25.6 %
9 20.4 % 11 25.6 % +20.36%
Continental Europe
16.9 %
6 13.4 % 7 16.9 % +21.39%
North America
10.8 %
5 11.3 % 5 10.8 % -8.05%
Latin America
5.7 %
6 13.0 % 2 5.7 % -57.73%
Asia (excluding Japan)
4.5 %
2 4.9 % 2 4.5 % -10.58%
Japan
3.0 %
2 3.4 % 1 3.0 % -16.74%
Global
2.9 %
1 1.4 % 1 2.9 % +103.49%

Managers

Managers TitleAgeSince
Chief Executive Officer 68 10-01-31
Chief Investment Officer 55 15-03-31
Sales & Marketing - -

Members of the board

Members of the board TitleAgeSince
Chief Executive Officer 68 10-01-31
Director/Board Member - 16-09-30
Chairman - 19-05-01
Director/Board Member 76 16-12-31
Director/Board Member 56 20-06-30
Director/Board Member 50 23-01-31
Director/Board Member - 18-05-02
Director/Board Member 53 23-01-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 988,492,659 565,214,294 ( 57.18 %) 374,604,155 ( 37.90 %) 57.18 %

Shareholders

NameEquities%Valuation
54,575,752 8.821 % 166 M p
Schroder & Co Bank AG (Private Banking)
3.969 %
24,555,000 3.969 % 75 M p
Rathbones Investment Management Ltd.
3.129 %
19,360,000 3.129 % 59 M p
Hargreaves Lansdown Asset Management Ltd.
2.169 %
13,423,000 2.169 % 41 M p
BlackRock Investment Management (UK) Ltd.
1.609 %
9,958,120 1.609 % 30 M p
Evelyn Partners Investment Management LLP
1.521 %
9,413,000 1.521 % 29 M p
Legal & General Investment Management Ltd.
1.007 %
6,233,000 1.007 % 19 M p
HSBC Global Asset Management (UK) Ltd.
0.8272 %
5,118,000 0.8272 % 16 M p
Schroder Investment Management Ltd.
0.7485 %
4,630,807 0.7485 % 14 M p
SG Kleinwort Hambros Bank Ltd.
0.7404 %
4,581,000 0.7404 % 14 M p

Company contact information

Witan Investment Trust Plc

14 Queen Anne's Gate

SW1H 9AA, London

+44 20 7399 6000

https://www.witan.com
address Witan Investment Trust plc

Group companies

NameCategory and Sector
Investment Banks/Brokers