Witan Investment Trust (WTAN)

Category Global Large-Cap Blend Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Sell

268.00p

Buy

269.50p

arrow-down-1.00p (-0.37%)

Discount/Premium

-5.16%

Estimated NAV

282.579p

Prices updated at 23 Aug 2024, 16:35 BST

Prices minimum 15 mins delay

Prices in GBX

Investment objective

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. Witan invests primarily in listed companies across global equity markets, using a multi-manager approach. The Company’s actively managed portfolio covers a broad range of markets and sectors, offering a distinctive way for investors to access the opportunities created by global economic growth.

FTSE All-Share

0.47%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

	269.00
Launch date	17 Feb 1909
	272.50p - 268.00p
	277.00p - 209.00p
	282.17 as of 22 Aug 2024
Ongoing charge audited (%)	0.96
	0.75
	0.21
	2.21
	875,037.74
	597.84m
	1,602.22m
	97.94
	Quarterly
	£1,790.90m
	£1,635.99m
	-7.44
	-8.23
	-8.16
Fund comparative index	MSCI All Country World
	Daily
	0.80m
	1.96m
	GB00BJTRSD38

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.