Edison Investment Research - Witan Investment Co. PLC (WTAN) Review: Seasoned global multi-manager trust

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Edison Investment Research

Review: Seasoned global multi-manager trust

Witan Investment Trust (WTAN) seeks to generate long-term growth in income and capital through active multi-manager investment in global equities. The trust provides a one-stop solution for investors seeking this exposure at a moderate cost (total ongoing charge FY14 0.96%). Last year, Witan recorded its 40th consecutive year of dividend growth and its 10th year following a multi-manager approach. While there is no guarantee of future performance, the track record on dividends and in terms of relative performance is encouraging.

27/04/2015 8 EN

Underlying

Witan Investment Co. PLC

Witan Investment Trust is an investment trust company. Co. provides managed exposure to global markets (principally equities) using a multi-manager approach. The portfolio is diversifi ed by geographical region, industrial sector and at the individual stock level. Co. is managed by the executive team of its subsidiary Witan Investment Services Limited (WIS), as Alternative Investment Fund Manager. WIS provides marketing services and investment products to Co. and executive management and marketing services to third party investment trust clients.

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GB0009744060 United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Review: Seasoned global multi-manager trust

Witan Investment Trust : 1 director

Witan Investment Trust - Diversified exposure to global equities

Witan Investment Trust - Buoyant revenue generation

Record - AUME momentum and a sharper focus

Actinogen Medical - Funding in place through key catalysts

Henderson Opportunities Trust - A differentiated exposure to smaller companies

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