Witan Investment Trust (WIT.NZ)
YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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At close: 06:07PM EDT
Overall portfolio composition (%)
Cash0.29%
Stocks91.90%
Bonds0.08%
Others7.53%
Preferred0.00%
Convertible0.20%
Sector weightings (%)
Sector(s)WIT.NZ
Basic materials7.40%
Consumer cyclical9.24%
Financial services13.53%
Property2.93%
Consumer defensive16.78%
Healthcare10.77%
Utilities1.09%
Communication services13.83%
Energy1.08%
Industrials12.75%
Technology10.60%
Equity holdings
AverageWIT.NZCategory average
Price/Earnings18.4217.27
Price/book2.132.22
Price/sales1.241.62
Price/Cash flow9.446.68
Median market cap28,798.763,657.71
3-year earnings growth13.767.42
Bond holdings
AverageWIT.NZCategory average
MaturityN/A0.39
DurationN/A1.41
Credit qualityN/AN/A
Bond ratings
Sector(s)WIT.NZ
US government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 holdings (27.52% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Vanguard S&P 500 UCITS ETF | VUSD.IR | 10.16% |
| GMO Climate Change Investment A GBP Acc | N/A | 2.73% |
| Syncona Ord | SYNC | 2.71% |
| Apax Global Alpha Ord | APAX | 2.33% |
| BlackRock World Mining Trust plc | BRWM.L | 1.82% |
| Tesco PLC | TSCO.L | 1.78% |
| Princess Private Equity Ord | PEY | 1.70% |
| Alphabet Inc A | GOOGL | 1.49% |
| Charter Communications Inc A | CHTR | 1.44% |
| Unilever PLC | ULVR.L | 1.36% |
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