Guaranteed 'Treats' and no 'Tricks' this Halloween - with Witan
04/10/2004
There's nothing spooky about the 'treats' £1.35bn Global Growth investment trust Witan is offering investors this Halloween.
Free share dealing on lump sums
Investors can take advantage of two months free share dealing on all new lump sum investments made into the Witan Share Plan. Investments made between 1st October and 30th November 2004 will only incur the statutory Government Stamp Duty, levied at 0.5% on all purchases.
Make Tommy's Jump for joy
During the same period, Witan will also donate the standard 1% share dealing charge received on new investments into Jump, the savings fund for children, to Tommy's, the baby charity.
Established in 1909, the Witan Investment Trust recently appointed a series of exceptional managers to manage its portfolio. The Trust invests in all the world's major stockmarkets and offers diversity in terms of sector and region. Witan's aim is to provide investors with long-term outperformance relative to global equity markets. As such, the fund makes an ideal core holding for the experienced investor or a sensible first step for the novice.
Jump, based on Witan, is an excellent platform for children's savings. Parents, grandparents or godparents can save either through regular saving (minimum £25 a month) or lump sum investments (minimum £100). Jump is totally flexible and you may stop or add to your investment at any time. £50 per month over the last 18 years would have returned £20,476.
James Budden, Marketing Director at Witan said, "Saving for the future has never been a more pressing issue, more so now that greater responsibility has been placed upon the individual to plan ahead and safeguard personal financial security. With cash yielding next to nothing in net terms, and property looking less attractive investors should be looking to return to equities. Witan, with its huge investment scope, provides an easy method of accessing the stockmarket."
Investors seeking further information on Witan's 'Halloween offer' should call 0800 082 81 80 or visit www.witan.com.
For further information or a Jump case study please contact:
James Budden, Marketing Manager, Jump
Tel: 020 7410 3121
or
Gordon Puckey, quill communications
Tel: 020 7763 6975
Notes to Editors
1. Jump
The Jump savings plan for children is based on the Witan Investment Trust. Investments can be made on a lump sum basis, (minimum investment £100) or through a monthly savings scheme (from £25 pcm). The Trust levies the following charges: sharedealing at 1.0% (minimum £1.25), Government Stamp Duty at 0.5%. The total expense ratio of Witan Investment Trust is just 0.6%.
2. Witan Investment Trust plc
Established in 1909, Witan is one of the UK's largest investment trusts, managing some £1.35bn¹ (at 31/8/2004) on behalf of some 60,000 investors. Witan is listed in the 'Global Growth' sector. (¹ Source: AITC).
3. Tommy's, the baby charity
Tommy's is a national charity dedicated to finding the answers to problem pregnancies through miscarriage, stillbirth or premature birth by funding a programme of medical research, education and information. www.tommys-campaign.org