Data as at: 22/02/2024

Fund manager benchmark
(MSCI All Country World) 85.000% + ( MSCI UK IMI) 15.000%

Performance (%)

Return type 1 year 3 years 5 years 10 years
Witan Investment Trust Share price total return 9.5 14.5 32.6 126.1
Global AIC sector Share price total return 12.4 -10.9 55.7 219.1
Witan Investment Trust NAV total return 10.8 18.7 43.3 136.2
Global AIC sector NAV total return 13.1 -2.1 75.6 230.1
Morningstar Developed Markets * Total return 17.1 35.4 73.8 208
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Discrete annual performance (%)

Return type 22/02/19 - 20 22/02/20 - 21 22/02/21 - 22 22/02/22 - 23 22/02/23 - 24
Witan Investment Trust Share price total return 11.8 3.6 1.9 2.6 9.5
Witan Investment Trust NAV total return 13.5 7.0 1.2 1.8 10.8
Morningstar Developed Markets * Total return 17.3 28.3 9.1 6 17.1
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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