Witan Investment Trust plc

Join Witan’s CEO Andrew Bell, live on Asset TV’s Future Trends in Investment Trusts virtual conference, tomorrow morning. The conference features exclusive interviews and insights with industry experts on the ever-evolving world of investment trusts. Register here to watch live https://lnkd.in/eKUQxj9k For professional investors only. Witan Investment Trust is an equity investment. Your capital is at risk. Issued and approved by Witan Investment Services Limited FRN: 446227 on 23rd September 2024

Witan today released its results for the first half of 2024. You can read the Interim Report and watch our CEO, Andrew Bell, discuss both the results and impact of the proposed Witan and Alliance Trust combination here https://lnkd.in/eAC5p36q    #longterminvesting #globalequities #stocks #dividends #investmenttrusts   Issued and approved by Witan Investment Services Limited, FRN 446227 on 13 August 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations.

Witan Investment Trust plc is today celebrating 100 years as a listed company on the London Stock Exchange. 1924 also saw the last Paris OIympics, the first Labour Government, and the first around the world flight! Established in 1909 to manage the assets of Sir Alexander Henderson, who later became the first Lord Faringdon, Witan has provided investors with a century of diversified investment opportunities, adapting to the evolving financial landscape while maintaining a steadfast commitment to its shareholders. Earlier this year, Witan announced a strategic review of its investment approach, as longstanding CEO Andrew Bell had expressed his intention to retire. Following this review, we announced that, subject to shareholder approval, Witan’s assets are to be combined with Alliance Trust to form Alliance Witan PLC, in the UK’s largest ever investment trust merger. This transaction will provide for Witan shareholders to continue investing in a multi-manager strategy, and, with net assets of around £5bn, the combination will create an even more liquid, high-profile and cost efficient ‘one-stop shop’ for global equities. Issued and approved by Witan Investment Services FRN:446227 on 5 August 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations.

Following our previous announcement regarding Witan CEO Andrew Bell’s retirement this year and the subsequent review of Witan’s investment management arrangements by the Board, we are delighted to announce that Witan Investment Trust plc is planning to combine with Alliance Trust PLC to become Alliance Witan PLC. With net assets of around £5 billion, this combination would bring together two historic companies, founded in 1909 and 1888 respectively.   Witan’s assets will be folded into Alliance Trust’s multi-manager global equity strategy run by Willis Towers Watson, offering access to the best ideas of some of the world’s leading active managers.   View the full announcement here https://lnkd.in/gKeyT9pp Issued and approved by Witan Investment Services FRN:446227 on 26 June 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations.

Following our previous announcement regarding Witan CEO Andrew Bell’s retirement this year and the subsequent review of Witan’s investment management arrangements by the Board, we are delighted to announce that Witan Investment Trust plc is planning to combine with Alliance Trust PLC to become Alliance Witan PLC. With net assets of around £5 billion, this combination would bring together two historic companies, founded in 1909 and 1888 respectively.   Witan’s assets will be folded into Alliance Trust’s multi-manager global equity strategy run by Willis Towers Watson, offering access to the best ideas of some of the world’s leading active managers.   View the full announcement here https://lnkd.in/gKeyT9pp Issued and approved by Witan Investment Services FRN:446227 on 26 June 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations.

Witan held its 116th Annual General Meeting and celebrated the centenary of its listing on the London Stock Exchange on Wednesday 1st May. You can view the full AGM video on our website, during which Witan’s CEO, Andrew Bell, discusses the fund’s strategy, performance and portfolio in 2023, as well as providing an update on the managers and our ESG policy. An insightful Q&A session followed the presentation, which included comment regarding Andrew’s retirement this year, and the current review of Witan’s investment management arrangements by the Board. Watch the video here https://lnkd.in/edvv7Tp5 Issued and approved by Witan Investment Services FRN:446227 on 10 May 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations.

In our latest video, Witan’s James Hart talks to Lucas White, Portfolio Manager of GMO’s Climate Change Strategy, to find out why 2023 was a challenging year for the GMO fund, how quickly Lucas thinks that the transition to a clean energy will feed into shareholder returns, the hoped-for effects of the EU’s Green Deal Industrial Plan and the US’s Inflation Reduction Act on climate change, and whether 2024’s major elections might provide a political risk to these initiatives. GMO is a manager in Witan’s specialist portfolio, having been appointed in 2019. https://lnkd.in/evRqj2Qj Issued and approved by Witan Investment Services FRN:446227 on 25 March 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations. 

We were delighted to participate in Asset TV’s latest Future Trends in Investment Trusts virtual conference. Hosted by Asset TV’s Rory Palmer, James formed part of the Global Outlook panel, along with SAINTS’ Seb Petit and Paul Angell, Head of Investment Research at AJ Bell. James provided a summary of Witan’s investment approach, along with his outlook for the markets in 2024 and his views on geopolitical risk, valuations and discounts.   Watch the panel discussion here https://lnkd.in/e782xjBU   Issued and approved by Witan Investment Services FRN:446227 on 20 March 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment.

Witan’s Investment Director, James Hart, will be a guest on Quoted Data James Carthew’s Weekly News Show Special on Friday 22nd March at 11am. The panel will discuss how the market has been adapting to a new macro-economic environment, how the changes have impacted portfolios – particularly growth-investing strategies - and what they think the rest of 2024 might look like. Issued and approved by Witan Investment Services Limited FRN: 446227 on 19.03.24. Witan Investment Trust is an equity investment. Your capital is at risk. Past performance is not a guide to future performance. #QuotedData #Witan #investmenttrusts ##growth #investing #paneldiscussion

Join Witan’s CEO, Andrew Bell, as he engages in an insightful conversation with Kyle Caldwell, Collectives Editor at interactive investor, for the ‘On the Money’ podcast to discuss "Bulls vs Bears: Reasons to Be Cheerful and Fearful." Andrew and Kyle dwell into the macroeconomic factors shaping stock markets over the next 12 months, from interest rate trends to valuation concerns and geopolitical risks. Gain valuable insights on how global markets are influenced by a select few stocks. Listen to the podcast here: https://lnkd.in/ek_hW8dQ Issued and approved by Witan Investment Services FRN:446227 on 11 March 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment.