Summary:

Funds using various strategies to achieve returns against a variety of benchmarks, aiming for positive returns regardless of market conditions.


Strategy: Absolute Return
No of funds: 47
AUM: £ 4.8bn
in association with
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Rank Fund
1 Invesco Perp High Income
2 Invesco Perp Income
3 Norwich Property
4 Jupiter Income
5 M&G Global Basics

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Manager: Jim Horsburgh
AUM: n/a
Objective: To create wealth for its investors through stockmarket investment. Witan offers its shareholders a diverse investment in terms of Manager, geographical region, industrial sector and individual stock.
Rank Sector Report 3y (%)
1 Global Bonds view 10.8
2 Absolute Return view 10.5
3 Money Market view 9.8
4 UK Index-Linked Bonds view 9.5
5 UK Gilt view 8.6
a d v e r t i s e m e n t


Rank Factsheet
1 JPM Natural Resources
2 Invesco Perp High Income
3 BlackRock Gold & General
4 Neptune Russia & Greater Russia
5 Allianz RCM BRIC Stars

Rank Fund 3y (%)
1 CF Ruffer European 63.0
2 Renfield US Government Bond 42.4
3 Stan Life Inv Oseas Bd Idx Trk 40.7
4 M&G Intl Sovereign Bond 40.0
5 Scot Wid Overseas Fxd Int 39.6
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