Follow us MENU ABOUT WITAN Research Home About Witan Research 2021 2020 2019 Archive 15.09.2021 Edison Research View Download PDF 15.06.2021 Kepler Trust Intelligence Research View Download PDF 11.03.2021 Edison Research View Download PDF The research material above has been commissioned by Witan Investment Trust. The information and opinions expressed in the report are that of the relevant research provider and should be considered as factual information only and not as a recommendation to purchase. Please remember 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 and you may not get back the amount originally invested. Discrete performance (%) † Swipe table for more Q3 2016 Q3 2017 Q3 2017 Q3 2018 Q3 2018 Q3 2019 Q3 2019 Q3 2020 Q3 2020 Q3 2021 Share Price 24.8 10.5 0.3 -11.2 34.5 Net Asset Value‡ 19.2 9.6 1.4 -6.3 33.0 Benchmark# 15.5 9.1 5.4 2.6 23.3 NAV-Benchmark Relative 3.7 0.5 -4.0 -8.9 9.7 Relative numbers may not add up due to rounding. † Source: Morningstar / Witan, total return includes the notional reinvestment of dividends. ‡ The Net Asset Value figures value debt at fair value and include the notional reinvestment of dividends. # Witan’s benchmark is a composite of 85% Global (MSCI All Country World Index) and 15% UK (MSCI UK IMI Index). From 01.01.2017 to 31.12.2019 the benchmark was 30% UK, 25% North America, 20% Asia Pacific, 20% Europe (ex UK), 5% Emerging Markets. From 01.10.2007 to 31.12.2016 the benchmark was 40% UK, 20% North America, 20% Europe (ex UK) and 20% Asia Pacific. The benchmark changes since 2007 reflect a shift from the UK in favour a more international strategic asset allocation, together with an index simplification from 2020. For more information go to www.witan.com/support/legal-information. Sign up for email alerts REGISTER FOR ALERTS Sitemap FCA Share fraud warning Cookies policy Legal information Privacy policy Glossary ©2021 Witan By Emperor © Morningstar. All rights reserved. Morningstar is not responsible for any trading decisions, damages or other losses related to the information or its use. For more information click here. Please note that past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested. This website is issued and approved by Witan Investment Services Limited, registered in England no. 5272533 of 14 Queen Anne’s Gate, London SW1H 9AA. Our use of cookies We use essential cookies to make our site work. We also set analytics cookies to help us improve it. We won't set other optional cookies unless you enable them. You can change your cookie preference below. Using this tool will set a cookie on your device to remember your preferences. For more detailed information about the cookies we use, see our Essential cookies Essential cookies enable core functionality such as security, network management, and accessibility. You may disable these by changing your browser settings, but this may affect how the website functions. Analytics cookies We'd like to set Google Analytics cookies to help us to improve our website by collecting and reporting information on how you use it. The cookies collect information in a way that does not directly identify anyone. For more information on how these cookies work, please see our 'Cookies policy'. Analytics cookies On Off Marketing (targeting or advertising) cookies We use marketing (targeting or advertising) cookies to help us improve the relevancy of advertising campaigns you receive. Marketing (targeting or advertising) cookies On Off Save and close Cookie Control Icon