Witan Inv Trust (WTAN)

Sector:

Investment Firms

Index:

FTSE 250

259.50p
   
  • Change Today:
    -2.00p
  • 52 Week High: 270.00
  • 52 Week Low: 210.50
  • Currency: UK Pounds
  • Shares Issued: 605.17m
  • Volume: 234,034
  • Market Cap: £1,570.42m
  • 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

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 2.3% 0.0%
Div Cover 0.8 n/a
Op Mrgn 83.3% n/a
ROCE 2.0%  
Latest F'cast
P/E 54.0 n/a
PEG 43.0 n/a
Pr/Revenue 37.3 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-May-2024 17:05 RNS
Net Asset Value(s) 28-May-2024 11:59 RNS
Transaction in Own Shares 24-May-2024 17:26 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 259.50p
Change Today -2.00p
% Change -0.76 %
52 Week High 270.00
52 Week Low 210.50
Volume 234,034
Shares Issued 605.17m
Market Cap £1,570.42m
RiskGrade 83

Witan Inv Trust Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
81.37% below the market average81.37% below the market average81.37% below the market average81.37% below the market average81.37% below the market average
91.28% below the sector average91.28% below the sector average91.28% below the sector average91.28% below the sector average91.28% below the sector average
Price Trend
64.17% above the market average64.17% above the market average64.17% above the market average64.17% above the market average64.17% above the market average
75.23% above the sector average75.23% above the sector average75.23% above the sector average75.23% above the sector average75.23% above the sector average
Income
61.76% below the market average61.76% below the market average61.76% below the market average61.76% below the market average61.76% below the market average
73.21% below the sector average73.21% below the sector average73.21% below the sector average73.21% below the sector average73.21% below the sector average
Growth
51.93% below the market average51.93% below the market average51.93% below the market average51.93% below the market average51.93% below the market average
44.63% below the sector average44.63% below the sector average44.63% below the sector average44.63% below the sector average44.63% below the sector average

Witan Inv Trust Dividends

  Latest Previous
  1st Interim 4th Interim
Ex-Div 16-May-24 22-Feb-24
Paid 07-Jun-24 15-Mar-24
Amount 1.51p 1.69p

Trades for 29-May-2024

Time Volume / Share Price
10:20 4,587 @ 259.50p
10:20 481 @ 259.50p
10:19 144 @ 260.00p
10:19 3,360 @ 260.00p
10:11 231 @ 260.00p

Witan Inv Trust Key Personnel

CEO Andrew L C Bell
Chair Andrew Ross

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