reports
Witan Investment Trust : 1 director
A director at Witan Investment Trust bought 10,000 shares at 231p and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
- Pedro Fonseca
Witan Investment Trust - Diversified exposure to global equities
Witan Investment Trust (WTAN) can be considered as a ‘one-stop shop’ for investment in global equities. Since 2004, it has employed a multi-manager strategy; there are currently 10 third-party managers, while around 10% of the trust is invested directly in specialist funds. WTAN outperformed its composite benchmark in FY19 and has now increased its annual dividend in each of the last 45 consecutive years. While global stock markets are currently under significant pressure due to the coronavi...
- Pedro Fonseca
Witan Investment Trust - Buoyant revenue generation
Witan Investment Trust (WTAN) employs a multi-manager strategy providing a ‘one-stop shop’ for exposure to global markets. The trust’s investment director James Hart highlights WTAN’s robust revenue stream, which is underpinned by a portfolio of high-quality companies with long-term growth potential. The trust’s annual dividends have compounded by 8.7% pa over the last 10 years and by an enhanced 10.3% pa over the last five. Hart says that although expectations have moderated, the outl...
- Mel Jenner
Witan Investment Trust - Long-term outperformance from multi-managers
Witan Investment Trust’s (WTAN) investment director James Hart suggests that equities are currently an attractive asset class for the patient and selective investor. He believes that selectivity is becoming more important given the elevated valuation levels of parts of the equity market. The director argues that this plays to the strengths of WTAN’s multi-manager investment approach, with experienced managers that are able to take advantage of the evolving investment environment. Although re...
- Mel Jenner
Witan Investment Trust - Adding to its record of outperformance
Witan Investment Trust (WTAN) has employed an active multi-manager strategy since 2004, offering investors diverse exposure to global equities. In 2017, the trust delivered another year of outperformance versus its composite benchmark, which it has surpassed over the last one, three, five and 10 years. WTAN’s investment director, James Hart, believes that equities can continue to offer attractive returns for the patient investor, although he notes that stock market volatility is now higher tha...
- Mel Jenner
Witan Investment Trust - Increasing exposure to continental Europe
Witan Investment Trust (WTAN) invests globally and is one of the largest investment trusts, with net assets of c £2.0bn. It adopts a primarily multi-manager investment approach, aiming to generate long-term capital growth and real growth in income. The trust has a solid investment track record; it has outperformed its blended composite benchmark over one, three, five and 10 years. Against an improving economic and political backdrop in Europe, WTAN has increased its exposure to the region. It ...
- Mel Jenner
Witan Investment Trust - Increasing exposure to continental Europe
Witan Investment Trust (WTAN) invests globally and is one of the largest investment trusts, with net assets of c £2.0bn. It adopts a primarily multi-manager investment approach, aiming to generate long-term capital growth and real growth in income. The trust has a solid investment track record; it has outperformed its blended composite benchmark over one, three, five and 10 years. Against an improving economic and political backdrop in Europe, WTAN has increased its exposure to the region. It ha...
Seeking to procure the world's best stock pickers
Witan Investment Trust (WTAN) uses a multi-manager investment approach to invest in global equities. Since 2004, it has allocated capital to eight to 13 external managers (currently 11), who all run high-conviction investment strategies and up to 10% of the fund is invested directly in collective specialist assets, which includes private equity. The multi-manager approach aims to generate an attractive NAV total return ahead of WTAN’s benchmark (a composite global equities index reflecting its c...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Review: Multi-manager global investment
Witan Investment Trust (WTAN) is a well-established fund that is unique among its peers in having a predominantly multi-manager approach. It aims to generate capital return and income growth in excess of UK inflation. The trust currently has allocations to 10 external managers, all with high-conviction investment strategies. Up to 10% of the fund is invested directly in specialist collective assets, including private equity. WTAN’s NAV performance versus its benchmark is positive over one, thr...
Review: Active, multi-manager approach to global equities
Witan Investment Trust (WTAN) aims to generate long-term growth in income and capital using a multi-manager approach to investing in equities globally. The trust has outperformed its benchmark over one, three, five and 10 years, and has recorded consecutive dividend growth over 40 years. Whilst there can be no certainty over future performance, the manager selection and diversification provided by Witan may well appeal to investors seeking a one-stop solution for global equity investment.
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 re...
Review: Active global equity investment
Witan Investment Trust (WTAN) seeks to achieve long-term income and capital growth through active multi-manager investment in global equities. Following a number of manager changes in 2013, CEO Andrew Bell sees the stock-picking approach of Witan’s specialist investment managers as well-suited to the current environment with market returns expected to be primarily driven by corporate earnings growth. Witan has outperformed its benchmark over 10 years and delivered a dividend growth rate double...
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