Witan Inv Trust (WTAN)

Sector:

Investment Firms

Index:

FTSE 250

257.50p
   
  • Change Today:
      0.50p
  • 52 Week High: 270.00
  • 52 Week Low: 210.50
  • Currency: UK Pounds
  • Shares Issued: 602.56m
  • Volume: 614,292
  • Market Cap: £1,551.58m
  • 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 53.2 n/a
PEG 42.4 n/a
Pr/Revenue 36.5 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 14-Jun-2024 16:59 RNS
Net Asset Value(s) 14-Jun-2024 13:30 RNS
Transaction in Own Shares 13-Jun-2024 16:53 RNS

Latest Witan Inv Trust Director Deals

Traded Action Notifier PriceAmountValue
12-Jun-24 Buy Dividends Shefaly Yogendra 261.50p 11 £28.77
20-Mar-24 Buy Dividends Shefaly Yogendra 243.50p 14 £34.09

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 257.50p
Change Today 0.50p
% Change 0.19 %
52 Week High 270.00
52 Week Low 210.50
Volume 614,292
Shares Issued 602.56m
Market Cap £1,551.58m
RiskGrade 83

Witan Inv Trust Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
79.87% below the market average79.87% below the market average79.87% below the market average79.87% below the market average79.87% below the market average
88.74% below the sector average88.74% below the sector average88.74% below the sector average88.74% below the sector average88.74% below the sector average
Price Trend
65.39% above the market average65.39% above the market average65.39% above the market average65.39% above the market average65.39% above the market average
80.06% above the sector average80.06% above the sector average80.06% above the sector average80.06% above the sector average80.06% above the sector average
Income
61.92% below the market average61.92% below the market average61.92% below the market average61.92% below the market average61.92% below the market average
72.57% below the sector average72.57% below the sector average72.57% below the sector average72.57% below the sector average72.57% below the sector average
Growth
51.29% below the market average51.29% below the market average51.29% below the market average51.29% below the market average51.29% below the market average
42.86% below the sector average42.86% below the sector average42.86% below the sector average42.86% below the sector average42.86% 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 14-Jun-2024

Time Volume / Share Price
16:38 17,235 @ 257.50p
16:35 79,485 @ 257.50p
16:35 3,481 @ 257.50p
16:35 1,261 @ 257.50p
16:35 1,083 @ 257.50p

Witan Inv Trust Key Personnel

CEO Andrew L C Bell
Chair Andrew Ross

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