Witan Investment Trust

Witan Investment Trust offers private investors a portfolio of global equities managed by a selection of hand-picked managers chosen because of their success at delivering long-term growth.

The investment trust's portfolio is spread across all the major financial markets, offering diversification by geographical region, industrial sector, individual stock and underlying fund manager. By spreading its holdings in such a way Witan is an ideal investment for those who want a 'one hit' representative stake in some of the soundest companies in both the UK and global economies.

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How To Invest

There are a variety of ways to invest in both Witan and Witan Pacific, be that through our own savings schemes or through other online providers. In this section of our website you can find out more about what services and products are offfered through Witan Wisdom, you can download product literature and account forms; you can link through to Jump, our savings scheme for adults who want to invest on behalf of a child; or alternatively you can find which online brokers or IFA wrap providers permit trading in both Witan and Witan Pacific.

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Witan Pacific Investment Trust

Witan Pacific is designed for investors who are looking to benefit from growth in Asian stock markets including Japan.

The fund is managed by three different managers each with a distinct investment approach, Aberdeen Asset Managers Limited, Matthews International Capital Management LLC and MW GaveKal Asia Limited. With this blend of managers the Trust seeks to deliver a well defined, balanced portfolio with a mix of quality, growth and dividend yield.

 

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Adviser Centre

This section of the website is specifically for Financial Advisers only. It contains information about both Witan and Witan Pacific Investment Trust. You will find useful documents including sales aids, factsheets and third party research for each of the Trusts as well as information on how you can invest in Witan or Witan Pacific on behalf of your client. A Video Centre within this section of the website includes investment trust news videos, panel discussion videos as well as Trust update videos from Witan and Witan Pacific.

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Warning to Shareholders

Many companies have become aware that their shareholders have received unsolicited phone calls or correspondence concerning investment matters. These are typically from overseas based 'brokers' who target UK shareholders offering to sell them what often turn out to be worthless or high risk shares in US or UK investments. They can be very persistent and extremely persuasive. Shareholders are therefore advised to be very wary of any unsolicited advice, offers to buy shares at a discount or offers of free company reports.
Please note that it is very unlikely that either the Company or the Company's Registrar, Computershare Investor Services PLC, would make unsolicited telephone calls to shareholders and that any such calls would relate only to official documentation already circulated to shareholders and never in respect of investment 'advice'.
If you are in any doubt about the veracity of an unsolicited phone call, please call either the Company Secretary or the Registrar at the numbers provided on page 67 of the Annual Report.

 
 

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