Witan Alliance merger ‘best-fit outcome’, but questions raised over WTAN’s trust holdings
Some 8% of Witan’s portfolio is invested in other trusts
Witan
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Andrew Bell retires from Witan triggering management review
The £1.5bn trust will review its multi-manager strategy as Bell leaves after 14 years as CEO
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China unleashed as the Year of the Rabbit dawns
A sense of optimism surrounds the country’s prospects as it reopens
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JP Morgan trust director joins Witan board
Shefaly Yogendra is also a member of the Temple Bar Investment Trust board
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‘Unusually tough’ H1 sees Witan’s NAV plunge 14%
But the investment trust remains committed to its ‘dividend hero’ status
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What are the benefits of EP Global Opps becoming a self-managed investment trust?
Alliance Trust and Personal Assets among investment trusts that have recently abandoned the self-managed model
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Witan bumps up Amazon exposure on share price weakness
Last year portfolio was repositioned to become more global
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Witan ditches Heronbridge after seven years as part of £230m shake-up
Global investment trust has been shifting its portfolio away from UK equities
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Witan dumps Crux and SW Mitchell as it exits all European funds
The two fund houses had been collectively running £200m for the investment trust at the end of 2019
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Witan declares £70m reserves will spare its dividend from coronavirus clipping
Rachel Beagles joins board as scion of investment trust’s founding family steps back
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Witan Investment Trust switches up Lindsell Train holding
£180m change coincides with closed-ended fund dialling down UK equity exposure
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Witan picks Share Centre to take remainder of savings accounts
Hargreaves landed £420m worth of business from investment trust earlier in the year