Witan Inv Trust (WTAN)

Sector:

Investment Firms

Index:

FTSE 250

250.00p
   
  • Change Today:
      1.00p
  • 52 Week High: 250.50
  • 52 Week Low: 210.50
  • Currency: UK Pounds
  • Shares Issued: 613.49m
  • Volume: 1,131,898
  • Market Cap: £1,533.73m
  • 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 (28-03-2024)

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 51.7 n/a
PEG 41.2 n/a
Pr/Revenue 36.1 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 28-Mar-2024 17:10 RNS
Net Asset Value(s) 28-Mar-2024 13:59 RNS
Transaction in Own Shares 27-Mar-2024 17:13 RNS

Latest Witan Inv Trust Director Deals

Traded Action Notifier PriceAmountValue
20-Mar-24 Buy Dividends Shefaly Yogendra 243.50p 14 £34.09
16-Jan-24 Buy Shauna Bevan 230.78p 10,000 £23,077.70

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 250.00p
Change Today 1.00p
% Change 0.40 %
52 Week High 250.50
52 Week Low 210.50
Volume 1,131,898
Shares Issued 613.49m
Market Cap £1,533.73m
RiskGrade 83

Witan Inv Trust Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
80.82% below the market average80.82% below the market average80.82% below the market average80.82% below the market average80.82% below the market average
89.9% below the sector average89.9% below the sector average89.9% below the sector average89.9% below the sector average89.9% below the sector average
Price Trend
69.71% above the market average69.71% above the market average69.71% above the market average69.71% above the market average69.71% above the market average
76.58% above the sector average76.58% above the sector average76.58% above the sector average76.58% above the sector average76.58% above the sector average
Income
64.19% below the market average64.19% below the market average64.19% below the market average64.19% below the market average64.19% below the market average
76% below the sector average76% below the sector average76% below the sector average76% below the sector average76% below the sector average
Growth
57.34% below the market average57.34% below the market average57.34% below the market average57.34% below the market average57.34% below the market average
48.03% below the sector average48.03% below the sector average48.03% below the sector average48.03% below the sector average48.03% 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 28-Mar-2024

Time Volume / Share Price
16:35 73,841 @ 250.00p
16:35 562 @ 250.00p
16:35 562 @ 250.00p
16:35 486 @ 250.00p
16:35 2,039 @ 250.00p

Witan Inv Trust Key Personnel

CEO Andrew L C Bell
Chair Andrew Ross

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