Witan Pacific

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Management Structure

Witan Pacific Investment Trust plc
Aberdeen Matthews GaveKal
54.1% 35.9% 10.0%
Stock specific, unconstrained, growth at an attractive price Stock specific, unconstrained, buy and hold strategy blending yield with growth potential Unconstrained, actively managing exposure to equities, bonds and cash

Source: Witan as at 31.01.13

Investment Update

On 23 April 2012 Witan Pacific Investment Trust plc announced the appointment of two new managers within its multi-manager investment structure: Matthews International Capital Management, LLC ("Matthews") and MW GaveKal Asia Limited ("MW GaveKal").

For an update on how the Trust has performed since the new managers were appointed, please find below a video interview with Andrew Bell.

This link leads to a short video presentation provided by Witan Investment Services which contains an interview with Andrew Bell, Chief Executive Officer of Witan Investment Trust plc, and video clips from the investment managers who have been selected to manage the portfolio of Witan Pacific Investment Trust plc.


It is your responsibility to seek investment advice before making an investment decision. This material is a marketing communication issued and approved by Witan Investment Services Limited for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction.


Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. Any opinions expressed are the current opinions as of the date of appearing in this material which is November 2012. No reliance may be placed for any purpose on the information and opinions contained in the presentations or their accuracy or completeness. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person that is not an employee, officer, director or authorized agent of the recipient, without Witan Investment Services Limited's prior permission.


Please click here to play ▶

 

It is your responsibility to seek investment advice before making an investment decision. This material is a marketing communication issued and approved by Witan Investment Services Limited for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction.

Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. Any opinions expressed are the current opinions as of the date of appearing in this material which is November 2012. No reliance may be placed for any purpose on the information and opinions contained in the presentations or their accuracy or completeness. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person that is not an employee, officer, director or authorized agent of the recipient, without Witan Investment Services Limited's prior permission.

This video refers to the performance of Witan Pacific Investment Trust. At the time that this video was filmed (November 2012) the discrete performance of the Trust was:

Q3 2007 – Q3 2008 Q3 2008 – Q3 2009 Q3 2009 – Q3 2010 Q3 2010 – Q3 2011 Q3 2011 – Q3 2012
Net Asset Value (Total Return)* -22.5% 28.8% 18.7% -7.8% 13.6%

*Source: Datastream to 30/09/2012. Total return includes the notional investment of dividends.

Risk Warning

Please remember that past performance is not a guide to future performance. Witan Pacific Investment Trust is an equity investment. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations and you may not get back the amount originally invested.

Witan Pacific invests in emerging markets which may be more volatile than investments made in more developed markets. Some of these markets may have relatively unstable governments, economies based on only a few industries and securities markets that trade only a limited number of securities. Many emerging markets do not have well developed regulatory systems and disclosure standards. Settlement and custody procedures may be less stringent than those of developed markets.

 
 

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