Witan Investment Trust (WTAN)
Category Global Large-Cap Blend Equity
Sell
265.00p
Buy
266.00p
1.00p (+0.38%)
Discount/Premium
-7.02%
Estimated NAV
285.546p
Prices updated at 27 Sep 2024, 16:36 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.
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.
- Key stats
- Price
- Performance
- Charges & documents
- Shares & trades
- Dividends
- Portfolio
- Risk
- News & dates
- Trust info
- Director info
Growth of 1,000 as of 28 Sep 2024, 21:09
Trailing returns (%) as of 28 Sep 2024, 21:09
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
30 Jun 13 - 30 Jun 14 | 22.65 | 14.04 |
30 Jun 14 - 30 Jun 15 | 13.92 | 13.48 |
30 Jun 15 - 30 Jun 16 | -2.50 | 2.63 |
30 Jun 16 - 30 Jun 17 | 36.18 | 31.43 |
30 Jun 17 - 30 Jun 18 | 10.92 | 15.03 |
30 Jun 18 - 30 Jun 19 | 0.65 | 5.73 |
30 Jun 19 - 30 Jun 20 | -11.60 | 0.43 |
30 Jun 20 - 30 Jun 21 | 34.69 | 27.78 |
30 Jun 21 - 30 Jun 22 | -12.58 | -19.06 |
30 Jun 22 - 30 Jun 23 | 12.81 | 6.67 |
30 Jun 23 - 30 Jun 24 | 21.38 | 21.81 |
Primary benchmark:
Peer group index: Morningstar IT Global
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | 0.38 | 0.99 |
1 Month | -0.75 | 0.45 |
3 Months | -0.29 | -0.36 |
6 Months | 7.92 | 2.43 |
1 Year | 21.85 | 22.64 |
3 Years annualised | 5.02 | 0.78 |
5 Years annualised | 7.01 | 6.07 |
Primary benchmark:
Peer group index: Morningstar IT Global
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.