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Witan Investment Trust plc
14 Queen Annes Gate
Phone: +44 2072279770p:+44 2072279770 LONDON, SW1H 9AA  United Kingdom Ticker: WTANWTAN

Business Summary
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).

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/202312/31/2023Yes----

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Independent Non-Executive Chairman of the Board Andrew J.Ross 4/29/2020 5/2/2019
Chief Executive Officer, Executive Director Andrew L.Bell 67 2/8/2010 2/8/2010
Non-Executive Director ShaunaBevan 2/1/2023 2/1/2023
3 additional Officers and Directors records available in full report.

Business Names
Business Name
86IP
87IP
Witan Investment Trust plc
WTAN

General Information
Number of Employees: 6 (As of 12/31/2023)
Outstanding Shares: 608,847,498 (As of 4/26/2024)
Shareholders: 16,816
Stock Exchange: LON


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