Witan Investment Trust
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Witan Investment Trust plc is a multi-managed, global equity investment trust. It is listed on the
London Stock Exchange London Stock Exchange (LSE) is a stock exchange in the City of London, England, United Kingdom. , the total market value of all companies trading on LSE was £3.9 trillion. Its current premises are situated in Paternoster Square close to St P ...
and is a constituent of the FTSE 250 Index.


History

Witan Investment Trust plc (Witan) was established in 1909 to manage the estate of
Alexander Henderson, 1st Baron Faringdon Alexander Henderson, 1st Baron Faringdon (28 September 1850 – 17 March 1934), known as Sir Alexander Henderson, 1st Baronet, from 1902 to 1916, was a British financier and Liberal Unionist Member of Parliament. Biography Henderson was the ...
. First listed on the
London Stock Exchange London Stock Exchange (LSE) is a stock exchange in the City of London, England, United Kingdom. , the total market value of all companies trading on LSE was £3.9 trillion. Its current premises are situated in Paternoster Square close to St P ...
in 1924, it established Henderson Administration (now Henderson Global Investors) to manage its funds in 1932 and then sold its remaining stake in Henderson in 1997. In 2004, Witan became self-managed, appointed its first CEO and adopted a multi-manager approach. Andrew Bell was appointed CEO in 2010. In 2020, Witan became a signatory to the UN-supported Principles for Responsible Investment.


Operations

The company's portfolio is actively managed between a selection of 8 to 12 third-party delegated investment managers. They manage approximately 90% of Witan’s assets. The remaining assets are invested directly by Witan’s Executive team, which is also responsible for the selection and monitoring of the managers and for the management of the Company’s gearing, under delegated guidelines from the Board. The CEO of Witan Investment Trust plc is Andrew Bell. The chairman of Witan Investment Trust plc is Andrew Ross.


References


External links

* {{Authority control Investment trusts of the United Kingdom Companies listed on the London Stock Exchange