reports
Edison issues report on Witan Investment Trust (WTAN)
Edison Investment Research Limited Edison issues report on Witan Investment Trust (WTAN) 23-Sep-2024 / 08:50 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 23 September 2024 Edison issues report on Witan Investment Trust (WTAN) Edison issues report on Witan Investment Trust (LSE: WTAN). In June 2024, the boards of Witan Investment Trust (WTAN) and Alliance Trust (ATST) announced plans for a combination of the two companies to create Alliance Witan. Details of this transaction have now been released and suggest that the combinat...
- Pedro Fonseca
Witan Investment Trust - Merger with Alliance Trust offers many benefi...
In June 2024, the boards of Witan Investment Trust (WTAN) and Alliance Trust (ATST) announced plans for a combination of the two companies to create Alliance Witan. Details of this transaction have now been released and suggest that the combination will hold several potential benefits for the shareholders of WTAN, ATST and the new Alliance Witan trust. Alliance Witan will have combined net assets of almost £5bn, offering significant liquidity, economies of scale and eligibility for UK 100 index ...
Edison issues report on Witan Investment Trust (WTAN)
Edison Investment Research Limited Edison issues report on Witan Investment Trust (WTAN) 27-Jun-2024 / 11:37 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 27 Juni 2024 Edison issues report on Witan Investment Trust (WTAN) to view the full report. All reports published by Edison are available to download free of charge from its website Edison is authorised and regulated by the . Edison is not an adviser or broker-dealer and does not provide investment advice. Edison’s reports are not solicitations to buy or sell any securi...
- Pedro Fonseca
Witan Investment Trust - Investors to benefit from deal with Alliance ...
Following a review of Witan Investment Trust’s (WTAN’s) investment management arrangements, the boards of WTAN and Alliance Trust (ATST) have announced a combination of the two companies to create Alliance Witan PLC. Witan’s board unanimously recommended the deal, which ensures the continuation of its active multi-manager approach and a broadly similar investment strategy. With combined net assets of c £5bn, significant liquidity, economies of scale and eligibility for UK 100 index inclusion, Al...
Edison issues update on Witan Investment Trust (WTAN): Set to benefit ...
Edison Investment Research Limited Edison issues update on Witan Investment Trust (WTAN): Set to benefit from growth and structural change. 03-Oct-2023 / 07:15 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 3 October 2023 Edison issues update on Witan Investment Trust (WTAN): Set to benefit from growth and structural change. Witan Investment Trust (WTAN) employs a multi-manager approach to invest in global equities, including varied and interesting areas such as climate change mitigation, private equity and the life sciences. So...
- Pedro Fonseca
Witan Investment Trust - Set to benefit from growth and structural cha...
Witan Investment Trust (WTAN) employs a multi-manager approach to invest in global equities, including varied and interesting areas such as climate change mitigation, private equity and the life sciences. Some of WTAN’s holdings are unlisted and are thus otherwise unavailable to individual investors. WTAN CEO Andrew Bell and Investment Director James Hart are optimistic about global growth from 2024 onwards and they expect this to drive equity markets over the medium term. Sectors with exposure ...
- Pedro Fonseca
Witan Investment Trust - A ‘one-stop global equities shop’ returning t...
Witan Investment Trust (WTAN) employs a multi-manager approach to invest in global equities, including varied and interesting strategies that may normally be unavailable to individual investors. WTAN’s recently released results for the year ended December 2022 do not tell the whole story regarding the trust’s current performance, however, as they mask an improvement in relative returns following a difficult first quarter. This improvement gathered momentum in the second half of 2022 and accelera...
- James Carthew
ATST ALLIANCE TRUST PLC
GCL GEIGER COUNTER
SLPE STANDARD LIFE PRIVATE EQUITY TRUST
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
JII JPMORGAN INDIAN INV TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
MTE MONTANARO EUROPEAN SMALLER C.TST
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SDV CHELVERTON UK DIVIDEND TRUST
BGUK BAILLIE GIFFORD UK GROWTH FUND PLC
GIF GULF INVESTMENT FUND
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
SMT SCOTTISH MORTGAGE INVESTMENT TRUST PLC
RICA RUFFER INVESTMENT COMPANY
BHMG BH MACRO (GBP)
VNH VIETNAM HOLDING
WTAN WITAN INVESTMENT CO. PLC
CHRY CHRYSALIS INVESTMENTS
EBOX TRITAX EUROBOX GBP
MTU MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
CBA CEIBA INVESTMENTS
ATT ALLIANZ TECHNOLOGY TRUST PLC
CIN CITY OF LONDON GROUP PLC
API ABRDN PROPERTY INCOME TRUST
- James Carthew
ATST ALLIANCE TRUST PLC
GCL GEIGER COUNTER
SLPE STANDARD LIFE PRIVATE EQUITY TRUST
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
JII JPMORGAN INDIAN INV TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
MTE MONTANARO EUROPEAN SMALLER C.TST
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SDV CHELVERTON UK DIVIDEND TRUST
BGUK BAILLIE GIFFORD UK GROWTH FUND PLC
GIF GULF INVESTMENT FUND
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
SMT SCOTTISH MORTGAGE INVESTMENT TRUST PLC
RICA RUFFER INVESTMENT COMPANY
BHMG BH MACRO (GBP)
VNH VIETNAM HOLDING
WTAN WITAN INVESTMENT CO. PLC
CHRY CHRYSALIS INVESTMENTS
EBOX TRITAX EUROBOX GBP
MTU MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
CBA CEIBA INVESTMENTS
ATT ALLIANZ TECHNOLOGY TRUST PLC
CIN CITY OF LONDON GROUP PLC
API ABRDN PROPERTY INCOME TRUST
- Pedro Fonseca
Witan Investment Trust - Turning a corner
With inflation surging, interest rates rising, regional recessions looking imminent and the continued conflict in Ukraine, there is more uncertainty and potential variances of possible outcomes than investors have been accustomed to in recent years, which may suit Witan Investment Trust’s (WTAN) broadly diversified portfolio. In our March 2022 update we reviewed WTAN’s FY21 results and in this note we review the HY22 results, highlight some incremental portfolio changes and take a closer look at...
- Pedro Fonseca
Witan Investment Trust - Strong absolute performance in 2021
Witan Investment Trust (WTAN) has used a multi-manager structure since 2004. However, it has continued to evolve as new opportunities and challenges emerge in investment markets. Performance was good in absolute terms through FY21 but lagged global markets, contributing to lower relative returns over the past five years. WTAN’s relative performance is still ahead over 10 years and 2021 saw the 47th consecutive year of dividend increases. The trust’s portfolio is well diversified and takes active...
- Pedro Fonseca
Witan Investment Trust - Back on track
Witan Investment Trust (WTAN) has employed a multi-manager approach since 2004, including strategies that may be unavailable to the general investor. The trust is back on track following a period of weak performance in early 2020 due to its positioning during the extreme coronavirus-led market sell-off, and is ahead of its composite benchmark and the majority of its peers over the last 12 months (WTAN has also outperformed its benchmark over the last decade). The trust’s portfolio was restructur...
- Pedro Fonseca
Witan Investment Trust - Back on track
Witan Investment Trust (WTAN) has employed a multi-manager approach since 2004, including strategies that may be unavailable to the general investor. The trust is back on track following a period of weak performance in early 2020 due to its positioning during the extreme coronavirus-led market sell-off, and is ahead of its composite benchmark and the majority of its peers over the last 12 months (WTAN has also outperformed its benchmark over the last decade). The trust’s portfolio was restructur...
- Pedro Fonseca
Witan Investment Trust - Meaningful improvement in performance
Witan Investment Trust’s (WTAN) investment director James Hart comments that ‘the trust’s Q120 performance was highly unusual and is now back on track’. It outperformed its composite benchmark in each month in H220 during a variety of market environments and this outperformance has continued into 2021. In 2020, WTAN’s portfolio was restructured in a measured way as part of a long-term strategy to align the fund with worldwide investment opportunities. The trust’s US weighting was increased (alth...
- Pedro Fonseca
Witan Investment Trust - Evolution towards a more global portfolio
Witan Investment Trust (WTAN) has employed a multi-manager strategy since 2004. Investment director James Hart says the trust gives a balanced exposure to equities across regions and sectors. He suggests ‘the type of companies identified by the managers should provide good long-term prospects for shareholders, especially in the current environment, plus there is currently a wide discount to asset value’. WTAN offers a range of strategies not generally available to the retail investor, with c 25%...
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