Fund Profile
Witan 24 May 2017
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Read the full articleFund History
18 Sep 2024
Witan merger with Alliance Trust: circular published
The finer details on the combination with Alliance Trust...
17 Jul 2024
Balancing act
We ask why trusts with a more flexible approach have outperformed…
10 Jul 2024
Things can only get better
Discounts are yawning but markets are thawing and boards are on the offensive; Labour might not be the only thing making a comeback this year...
05 Jul 2024
Flash update: Alliance Trust
Thoughts on Witan’s proposed merger with Alliance Trust…
04 Jul 2024
Flash update: Witan
Thoughts on Witan’s proposed merger with Alliance Trust…
03 Jul 2024
Monthly roundup: merger news and highlights from our June small cap event
Jo and Ryan discuss the latest news, reviews and interviews in the investment trust world...
24 Apr 2024
Fund Analysis
Business as usual for WTAN’s executive team, while the board reviews investment management arrangements…
17 Apr 2024
Pretty, pretty, pretty good
Do investment trusts really protect capital and income against inflation? Let's take a look…
19 Jul 2023
Fund Analysis
2023 has, so far, seen a return to outperformance, but the discount remains wide by historical standards…
12 Jul 2023
Many hands make light work
We break down how multi-managers have performed over the past five years and their positioning for the inevitable uncertainty that lies ahead…
30 Dec 2022
Fund Analysis
Short-term challenges do nothing to dim the long-term prospects for Witan…
17 Aug 2022
The world for sale
While investment trusts are lagging their open-ended cousins in the global sector, their discounts may provide an attractive entry point...
03 Aug 2022
Fund Analysis
WTAN’s differentiated approach remains attractive despite short term performance challenges…
30 Mar 2022
You say tomato…
Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach...
08 Dec 2021
Fund Analysis
Witan continues to adapt to a changing investment environment...
19 Aug 2021
Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
16 Jun 2021
A better class of travel*
Sharing many features of a traditional family office, investment trusts offer a sophisticated, cost effective solution for managing family wealth...
09 Jun 2021
Fund Analysis
A solid period of outperformance means WTAN is back in business...
16 Dec 2020
Fund Analysis
Witan has bounced back from Q1 2020, making the 7.6% discount potentially attractive…
07 Sep 2020
Fund Analysis
WTAN has had a challenging 2020, but a refreshed line-up of managers makes the 7.8% discount potentially attractive…
03 Dec 2019
Fund Analysis
Highly active multi-manager approach offering a ‘one-stop shop’ for capital appreciation and income…
23 Oct 2019
Sail away: the best trusts to escape the UK
We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...
15 Apr 2019
Fund Analysis
Witan follows a highly active ‘manager of managers’ approach, using a range of third-party managers to gain exposure to global equity markets...
26 Jul 2018
Fund Analysis
This well known global generalist has been hurt by its UK exposure this year as the Brexit debacle trundles on...
25 Jul 2018
The Endurance Growth Portfolio
The purpose of the Endurance Growth Portfolio is to generate long-term capital growth with a bias towards quality and defensive characteristics...
14 Dec 2017
Race to the bottom
Ahead of the new PRIIPS rules we examine the progress investment trust boards are making in reducing costs...
24 May 2017
Fund Analysis
12 Jul 2016
Fund Analysis
12 Jul 2016
Taking the bull by the horns
We examine the boards which have done most to fight for their shareholders' interests in an unforgiving arena...
12 Jul 2016
Anarchy in the UK
We collate the reactions of the City's leading investment companies analysts in the wake of the EU referendum...
20 Apr 2016
A wild ride for Endurance Growth
Our long term growth model portfolio has had a white knuckle ride since launch in July...
19 Apr 2016
Fund Analysis
19 Apr 2016
Brexit discount slump is a buying opportunity
Analysts believe a sharp bounce is likely if the public comes down in favour of a 'remain' vote.
15 Mar 2016
First class trusts at knockout discounts
A fire-sale by a fund of investment trusts dumping assets worth more than £650m is good news for discount hunters...
13 Oct 2015
Analyst
Our roundup of the experts' views sees light at the end of the mineshaft for BlackRock World Mining, and a return to form for Harry Nimmo...
07 Sep 2015
RIT Cap stands out amid market chaos
RIT Capital, the most risk averse member of The Endurance Growth Portfolio, has eked out a positive return against a backdrop of plunging markets this summer
07 Jul 2015
Fund Analysis
10 Jun 2015
The Endurance Growth Portfolio
Five investment trusts with outstanding long-term growth prospects