Witan Pacific (LON:WPC)

📬 Stocks & ETFs requests
1

Please and thank you.

BG taking over management;

https://www.ii.co.uk/analysis-commentary/baillie-gifford-take-over-management-witan-pacific-investment-trust-ii512452

And going by the current asset allocation it won’t take much to improve it;

2

A 1.07% OCF is quite high though, something to bear in mind if you intend to hold long-term. Interesting that it trades at a 7% discount, shows lack of demand in the Trust and could be a good opportunity.

Edit: Not so keen on its plans to invest only in China. The good news is that the OCF will be lowered.

1 Like
3

Thanks for the heads up - I never look at the charges!

I won’t touch it til I know more about what BG plan to do with it, but if it’s on the platform sooner, means I’m not chasing it furiously later.