Investment Performance
Key
Chart
Share Price (Total Return)
FTSE All World Index (Total Return)
Net Asset Value (Total Return)
Period:
3 months
6 months
1 year
3 years
5 years
10 years
Source: Datastream, percentage growth to 16.08.2010.
Performance over
3 m
6 m
1yr
3 yrs
5 yrs
10 yrs
Share Price (Total Return)
-6.81%
4.33%
24.98%
1.44%
30.23%
15.57%
Net Asset Value (Total Return)**
-8.22%
4.58%
20.76%
1.57%
30.92%
10.03%
Benchmark (Total Return)*
-5.80%
4.45%
17.81%
-0.76%
25.80%
19.01%
Relative SP Outperformance
-1.01%
-0.12%
7.17%
2.20%
4.43%
-3.44%
Discrete performance
Q2 2005
Q2 2006
Q2 2006
Q2 2007
Q2 2007
Q2 2008
Q2 2008
Q2 2009
Q2 2009
Q2 2010
Share Price (Total Return)
17.20%
20.59%
-13.02%
-15.11%
24.76%
Net Asset Value (Total Return)**
18.35%
18.96%
-11.58%
-15.07%
24.71%
Source: Lipper, percentage growth to 30.07.2010.
*The benchmark for the Witan Investment Trust plc is 40% FTSE All Share / 20% FTSE AW Europe ex UK / 20% FTSE AW Asia Pacific / 20% FTSE AW North America.
**The Net Asset Value figures value debt at fair value.