{"id":2940,"date":"2019-04-13T02:14:13","date_gmt":"2019-04-13T02:14:13","guid":{"rendered":"https:\/\/www.asadkarim.co.uk\/?p=2940"},"modified":"2019-03-27T13:04:03","modified_gmt":"2019-03-27T13:04:03","slug":"assets-of-the-witan-investment-trust","status":"publish","type":"post","link":"https:\/\/www.asadkarim.co.uk\/?p=2940","title":{"rendered":"Assets of the Witan Investment Trust."},"content":{"rendered":"<p>The Witan Investment Trust is a London listed investmen trust.<\/p>\n<p><a href=\"http:\/\/www.witan.com\" target=\"_blank\">www.witan.com<\/a><\/p>\n<p>\u00a32.0bn fund.<\/p>\n<p>Top 20 holdings (%):-<\/p>\n<p>Syncona 2.3% of the fund<br \/>\nApax Global Alpha 2.1% of the fund<br \/>\nVonovia 2.0% of the fund<br \/>\nUnilever 1.7% of the fund<br \/>\nBlackRock World Mining Trust 1.5% of the fund<br \/>\nBP 1.2% of the fund<br \/>\nDiageo 1.2% of the fund<br \/>\nDelta Air Lines 1.1% of the fund<br \/>\nCharter Communications 1.1% of the fund<br \/>\nLloyds Banking 1.0% of the fund<br \/>\nLondon Stock Exchange 1.0% of the fund<br \/>\nRELX 0.9% of the fund<br \/>\nTaiwan Semiconductor 0.9% of the fund<br \/>\nRio Tinto 0.9% of the fund<br \/>\nSchroders 0.9% of the fund<br \/>\nDeutsche Lufthansa 0.9% of the fund<br \/>\nCitigroup 0.8% of the fund<br \/>\nUnitedHealth 0.8% of the fund<br \/>\nTesco 0.8% of the fund<br \/>\nPrincess Private Equity 0.8% of the fund<\/p>\n<p>Top 20 Holdings 23.9% of the fund<\/p>\n<p>Sector breakdown (%):-<\/p>\n<p>-Financials 17.6<br \/>\n-Consumer Services 15.6<br \/>\n-Industrials 15.0<br \/>\n-Consumer Goods 13.7<br \/>\n-Technology 9.6<br \/>\n-Other 17.3<br \/>\n-Investment Companies 9.3<br \/>\n-Equity Index Futures 0.3<br \/>\n-Cash \/ Bonds 1.6<\/p>\n<p>Witan use inhouse and externam fund managers:-<\/p>\n<p>Lansdowne Partners Global 15% of the fund<br \/>\nPzena Global 14% of the fund<br \/>\nVeritas Global 15% of the fund<br \/>\nArtemis UK 8% of the fund<br \/>\nHeronbridge UK 6% of the fund<br \/>\nLindsell Train UK 9% of the fund<br \/>\nCrux Europe ex-UK 4% of the fund<br \/>\nSW Mitchell Europe ex-UK 4% of the fund<br \/>\nMatthews Asia Pacific 11% of the fund<br \/>\nGQG Emerging 5% of the fund<br \/>\nDirect holdings &#8211; 10% of the fund<\/p>\n<p><a href=\"http:\/\/www.shareshop.hsbc.co.uk\/shareshop\/security.cgi?username=&amp;ac=&amp;csi=10348&amp;record_search=1&amp;search_phrase=witan\" target=\"_blank\">http:\/\/www.shareshop.hsbc.co.uk\/shareshop\/security.cgi?username=&amp;ac=&amp;csi=10348&amp;record_search=1&amp;search_phrase=witan<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Witan Investment Trust is a London listed investmen trust. www.witan.com \u00a32.0bn 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 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2940","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts\/2940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2940"}],"version-history":[{"count":1,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts\/2940\/revisions"}],"predecessor-version":[{"id":2941,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=\/wp\/v2\/posts\/2940\/revisions\/2941"}],"wp:attachment":[{"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.asadkarim.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}