The Witan Investment Trust is a London listed investmen trust.
£2.0bn fund.
Top 20 holdings (%):-
Syncona 2.3% of the fund
Apax Global Alpha 2.1% of the fund
Vonovia 2.0% of the fund
Unilever 1.7% of the fund
BlackRock World Mining Trust 1.5% of the fund
BP 1.2% of the fund
Diageo 1.2% of the fund
Delta Air Lines 1.1% of the fund
Charter Communications 1.1% of the fund
Lloyds Banking 1.0% of the fund
London Stock Exchange 1.0% of the fund
RELX 0.9% of the fund
Taiwan Semiconductor 0.9% of the fund
Rio Tinto 0.9% of the fund
Schroders 0.9% of the fund
Deutsche Lufthansa 0.9% of the fund
Citigroup 0.8% of the fund
UnitedHealth 0.8% of the fund
Tesco 0.8% of the fund
Princess Private Equity 0.8% of the fund
Top 20 Holdings 23.9% of the fund
Sector breakdown (%):-
-Financials 17.6
-Consumer Services 15.6
-Industrials 15.0
-Consumer Goods 13.7
-Technology 9.6
-Other 17.3
-Investment Companies 9.3
-Equity Index Futures 0.3
-Cash / Bonds 1.6
Witan use inhouse and externam fund managers:-
Lansdowne Partners Global 15% of the fund
Pzena Global 14% of the fund
Veritas Global 15% of the fund
Artemis UK 8% of the fund
Heronbridge UK 6% of the fund
Lindsell Train UK 9% of the fund
Crux Europe ex-UK 4% of the fund
SW Mitchell Europe ex-UK 4% of the fund
Matthews Asia Pacific 11% of the fund
GQG Emerging 5% of the fund
Direct holdings – 10% of the fund