Witan Investment Trust: Half year results – interview with Andrew Bell
Shifting portfolio to faster growing areas of the world economy
• Since May, relative and absolute performance trend better.
• Benchmark shift to 85% global and 15% UK.
• 10-15% focus on longer-term growth themes.
• Number of manager changes to re-orientate portfolio.
• Board willing to use revenue reserves to extend 45-year record of dividend growth.
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