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Witan Investment Trust plc

 

Buy Witan Investment Trust plc shares

WITAN INVESTMENT GROUP TRUST PLC (WTAN) Shares

ABOUT WITAN INVESTMENT GROUP TRUST PLC

Witan Investment Trust plc is a multi-managed, global equity investment trust with headquarters in London, United Kingdom.

It was established in 1909 to manage the estate of the first Lord Faringdon, Alexander Henderson, was first listed on the London Stock Exchange in 1924 and became self-managed in 2004.

The company manages a portfolio diversified by geographical region, industrial sector and individual stock.

It invests in global equity markets, using a multi-manager approach and aims to achieve an investment total return exceeding that of the company’s benchmark over the long term, while growing dividends ahead of inflation.

OVERVIEW OF WITAN INVESTMENT GROUP TRUST PLC

  • Witan Investment Trust plc has assets of approximately £ 1.8 billion under management. Its portfolio is managed by 10 third-party delegated managers, who are allocated proportions of the assets to manage.
  • They select exceptional third party managers who should outperform their assigned benchmarks and they manage approximately 90% of Witan’s assets. Most of them are not open for investment by UK individuals, at least not on the same terms.
  • The remaining assets are invested directly by Witan’s executive team.
  • Witan’s benchmark is a composite of 30% FTSE All-Share, 25% FTSE All-World North America, 20% FTSE All-World Asia Pacific, 20% FTSE All-World Europe (ex UK), 5% FTSE All-World Emerging Markets.

VISION & VALUES OF WITAN INVESTMENT GROUP TRUST PLC

  • Witan Investment Trust plc’s strategy is to add value through investing in listed individual companies across a broad spread of equity markets globally.
  • It seeks a combined portfolio that covers a broad range of markets and sectors, offering individual as well as institutional investors a distinctive way to access opportunities created by global economic growth.
  • Witan have put in place a sustainable value chain to ensure the entire group works as one to meet current and future needs of customers and shareholders who purchase shares with the company.

MARKET PERFORMANCE OF WITAN INVESTMENT GROUP TRUST PLC

  • Witan Investment Trust plc’s shares are traded on the Financial Times Stock Exchange (FTSE) under the stock symbol WTAN listed in the Sector: Alternative Investment Instruments.
  • During the first half of 2019 the Company’s net asset value (‘NAV’) total return was 13.5%, 1.4% below the benchmark return of 14.9%. Their share price total return was 11.7%, as the discount widened from 1.3% at the end of 2018 to 2.9% at the end of June.
  • A second interim quarterly dividend of 1.175p per ordinary share was paid in September. Total dividends paid in respect of the period are 2.35p per ordinary share. A total of 10.8m shares (1.2%) were bought into treasury at an average discount of 2.8%.
  • Witan’s shares were sub-divided in May to improve liquidity for regular savers, with shareholders receiving five new shares in place of each old one.
    Their fair performance on the markets allow shareholders confidence to buy or sell shares and expect sound dividends and returns in 2019 and further.

Buy WITAN INVESTMENT GROUP TRUST PLC stocks / shares – A Step by Step Guide how to Buy / Purchase WITAN INVESTMENT GROUP TRUST PLC Stocks or Shares online.

Before buying any stock or share one has to consider a few factors.

STEP 1: PROPER RESEARCH IS ESSENTIAL

Upon deciding you want to buy WITAN INVESTMENT GROUP TRUST PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.

Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.

STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN WITAN INVESTMENT GROUP TRUST PLC STOCKS / SHARES

It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a US Dollar 5 stock, multiply 100 by US Dollar 5 to get US Dollar 500.

STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE

Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.

STEP 4: OPEN A BROKERAGE ACCOUNT

A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.

STEP 5: COMMIT AND PURCHASE WITAN INVESTMENT GROUP TRUST PLC STOCKS / SHARES

Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out.  Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of WITAN INVESTMENT GROUP TRUST PLC stocks / shares.

5 Questions to ask yourself before purchasing any stocks or shares.

  1. Is it the best time to buy this stock / share?
  2. Should I buy WITAN INVESTMENT GROUP TRUST PLC stocks / shares in the current economic climate?
  3. Can I afford to buy this stock / share?
  4. What is the forecast of the stock / share growth?
  5. What is the current price per earning ration on the stock / share?

 

Author Details

Louis Schoeman

Louis Schoeman

Featured Forex and Stocks writer

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