Market research
WTAN.LSE Witan Investment Trust plc
LSE GBP Financial Services
Latest close
As of 29 Dec 2024
Test a moving-average rule with historical data.
Market facts
- Market cap
- 2B
- P/E ratio
- 7.39
- Analyst target
- Not available
- Dividend yield
- 2.4%
- Beta
- 0.7
Profile
Instrument facts
- Exchange
- LSE
- Currency
- GBP
- Sector
- Financial Services
- Industry
- Asset Management
- ISIN
- GB00BJTRSD38
- Market cap
- 2B
- P/E ratio
- 7.39
- Analyst target
- Not available
- Dividend yield
- 2.4%
- Beta
- 0.7
About
About Witan Investment Trust plc
Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited. The fund is co-managed by Artemis Investment Management LLP, Lindsell Train Limited, Heronbridge Investment Management LLP, MFS International (UK) Limited, Veritas Asset Management LLP, Lansdowne Partners (UK) LLP, Marathon Asset Management, LLP, Matthews International Capital Management, LLC, Trilogy Global Advisors, LLC, Pzena Investment Management LLC, Tweedy, Browne Company LLC, and GQG Partners, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying growth and value stocks of companies. The fund employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a composite index comprised of 40% FTSE All-Share Index, 20% FTSE All-World North America Index, 20% FTSE All-World Europe (ex UK) Index, and 20% FTSE All-World Asia Pacific Index. The fund conducts in-house research to make its investments. Witan Investment Trust plc was formed in 1909 and is domiciled in the United Kingdom.
Research context
Witan Investment Trust plc appears in PyInvesting’s London Stock catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
- Currency
- GBP
- Sector
- Financial Services
- Industry
- Asset Management
These are the latest stored catalogue classifications, not a historical classification snapshot. An issuer description, classification effective date or currency may be unavailable. Check the issuer’s own disclosures and the observation dates before using these fields for research.
Review backtest assumptions and evidence before treating a chart or stored history as a research result.
Community
Investor discussion
1 comment
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5 years, 6 months ago
Witan Investment Trust plc is currently in a long term uptrend where the price is trading 8.5% above its 200 day moving average.
From a valuation standpoint, the stock is 14.3% more expensive than other stocks from the Other sector with a price to sales ratio of 25.3.
Based on the above factors, Witan Investment Trust plc gets an overall score of 1/5.