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
247.50p
Buy
248.50p
-1.00p (-0.40%)
Discount/Premium
-8.22%
Estimated NAV
269.679p
Prices updated at 19 Apr 2024, 18:09 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
| 248.50 | |
| Launch date | 17 Feb 1909 |
| 248.00p - 245.50p | |
| 253.64p - 209.00p | |
| 271.27 as of 17 Apr 2024 | |
| Ongoing charge audited (%) | 0.96 |
| 0.75 | |
| 0.30 | |
| 2.33 | |
| 984,086.43 | |
| 610.01m | |
| 1,509.78m | |
| 108.83 | |
| Quarterly | |
| £1,816.50m | |
| £1,580.17m | |
| -9.17 | |
| -9.18 | |
| -8.24 | |
| Fund comparative index | MSCI All Country World |
| Daily | |
| 0.74m | |
| 1.72m | |
| GB00BJTRSD38 |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
