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
262.00p
Buy
262.50p
4.50p (+1.74%)
Discount/Premium
-6.62%
Estimated NAV
276.82p
Prices updated at 03 May 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
Annual charges
Product charges | |
---|---|
0.96 | |
0.75 | |
0.30 | |
Minimum investment | 25.00 |
Documents
Document name | Language | Date posted |
---|---|---|
Factsheet | English | 31 Mar 2024 |
Annual Report | English | 31 Dec 2023 |
Semi-Annual Report | English | 30 Jun 2023 |
Key Information Document (KID) | English | 12 May 2022 |
Please note that service charges will also apply. Read more about our fees.