Witan Inv Trust (WTAN)

Sector:

Investment Firms

Index:

FTSE 250

251.00p
   
  • Change Today:
      1.50p
  • 52 Week High: 251.50
  • 52 Week Low: 210.50
  • Currency: UK Pounds
  • Shares Issued: 609.43m
  • Volume: 1,047,067
  • Market Cap: £1,529.68m
  • RiskGrade: 83

Witan Inv Trust Overview

Witan Investment Trust plc is a United Kingdom-based investment trust. The Company's objective is to achieve an investment total return exceeding that of its benchmark over the long term, together with growth in the dividend ahead of inflation. It invests primarily in listed companies across global equity markets, using a multi-manager approach. The Company's actively managed portfolio covers a range of markets and sectors, offering a distinctive way for investors to access the opportunities created by global economic growth. It invests in various sectors, which include industrials, financials, information technology, investment companies, consumer staples, healthcare, consumer discretionary and materials, among others. Its investment managers are Jennison Associates LLC, Lansdowne Partners (UK) LLP, Lindsell Train Limited, Veritas Asset Management, WCM Investment Management and Artemis Investment Management LLP (core portfolio), GMO LLC and GQG Partners LLC (specialist portfolio).

1 Day Chart (23-04-2024)

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 2.4% 0.0%
Div Cover 0.8 n/a
Op Mrgn 83.3% n/a
ROCE 2.0%  
Latest F'cast
P/E 51.9 n/a
PEG 41.3 n/a
Pr/Revenue 36.0 n/a
Pr/Book 1.0  
Latest F'cast
Revenue -3.9% n/a
PBT -6.9% n/a
EPS 1.3% n/a
DPS 4.1% n/a

Witan Inv Trust Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-19 67.27 55.82 6.01p 38.5 n/a -77% 5.35p 2.3%
31-Dec-20 36.69 27.79 3.08p 74.8 n/a -49% 5.45p 2.4%
31-Dec-21 37.57 29.06 3.59p 70.2 4.1 +17% 5.60p 2.2%
31-Dec-22 44.21 35.27 4.78p 46.3 1.4 +33% 5.80p 2.6%
31-Dec-23 42.47 32.84 4.84p 49.1 49.1 +1% 6.04p 2.5%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

Witan Inv Trust Company Announcements

Transaction in Own Shares 23-Apr-2024 17:06 RNS
Net Asset Value(s) 23-Apr-2024 12:51 RNS
Transaction in Own Shares 22-Apr-2024 17:02 RNS

Latest Witan Inv Trust Director Deals

No deals were found in the last 28 days.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

Witan Inv Trust Market Data

Currency UK Pounds
Share Price 251.00p
Change Today 1.50p
% Change 0.60 %
52 Week High 251.50
52 Week Low 210.50
Volume 1,047,067
Shares Issued 609.43m
Market Cap £1,529.68m
RiskGrade 83

Witan Inv Trust Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
79.39% below the market average79.39% below the market average79.39% below the market average79.39% below the market average79.39% below the market average
87.25% below the sector average87.25% below the sector average87.25% below the sector average87.25% below the sector average87.25% below the sector average
Price Trend
68.12% above the market average68.12% above the market average68.12% above the market average68.12% above the market average68.12% above the market average
74.25% above the sector average74.25% above the sector average74.25% above the sector average74.25% above the sector average74.25% above the sector average
Income
62.61% below the market average62.61% below the market average62.61% below the market average62.61% below the market average62.61% below the market average
74.11% below the sector average74.11% below the sector average74.11% below the sector average74.11% below the sector average74.11% below the sector average
Growth
56.28% below the market average56.28% below the market average56.28% below the market average56.28% below the market average56.28% below the market average
45.93% below the sector average45.93% below the sector average45.93% below the sector average45.93% below the sector average45.93% below the sector average

Witan Inv Trust Dividends

  Latest Previous
  4th Interim 3rd Interim
Ex-Div 22-Feb-24 23-Nov-23
Paid 15-Mar-24 15-Dec-23
Amount 1.69p 1.45p

Trades for 23-Apr-2024

Time Volume / Share Price
15:10 317,030 @ 250.74p
16:35 85,104 @ 251.00p
16:35 601 @ 251.00p
16:35 4,634 @ 251.00p
16:35 186 @ 251.00p

Witan Inv Trust Key Personnel

CEO Andrew L C Bell
Chair Andrew Ross

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