Holding(s) in Company
Witan Investment Trust PLC
15 October 2007
TR-1: Notifications of Major Interests in Shares
1. Identity of the issuer or the underlying issuer of Witan Investment Trust plc
existing shares to which voting rights are attached:
2. Reason for notification (yes/no)
An acquisition or disposal of voting rights x
An acquisition or disposal of financial instruments which may result in the acquisition
of shares already issued to which voting rights are attached
An event changing the breakdown of voting rights
Other (please specify):______________
3. Full name of person(s) subject to notification AXA S.A, 25 Avenue Matignon, 75008 Paris and its
obligation: group of companies
4. Full name of shareholder(s) (if different from
3):
11/10/2007
5. Date of transaction (and date on which the
threshold is crossed or reached if different):
15/10/2007
6. Date on which issuer notified:
15%
7. Threshold(s) that is/are crossed or reached:
8: Notified Details
A: Voting rights attached to shares
Class/type of Situation previous to the Resulting situation after the triggering transaction
shares triggering transaction
Number of Number of Number of Number of voting rights Percentage of
If possible shares voting rights shares voting rights
use ISIN code
Direct Indirect Direct Indirect
0974406 34,993,993 34,993,993 34,762,993 34,762,993 231,000 15.25 0.10
B: Financial Instruments
Resulting situation after the triggering transaction
Type of financial Expiration date Exercise/ No. of voting rights Percentage of
instrument conversion period/ that may be acquired (if voting rights
date the instrument exercised
/converted)
Total (A+B)
Number of voting rights Percentage of voting rights
34,993,993 15.35%
9. Chain of controlled undertakings through which the voting rights and /or the financial instruments
are effectively held, if applicable:
Name of the company/fund Number of Shares % of issued share capital
Sun Life Unit Assurance Ltd A/c X 26,000,354 11.40550
Direct
AXA UK Investment Co ICVC Distribution Fund 210,000 0.09212
Indirect
PPP Healthcare Group plc 13,275 0.00582
Direct
Sun Life Pensions Management Ltd 23,483 0.02121
Direct
Sun Life Pensions Management Ltd A/c 6,345,000 2.78334
Direct
AXA Insurance UK 235,840 0.09647
Direct
AXA UK Group Pension Scheme 10,000 0.00439
Indirect
Sun Life International (IOM) Ltd 1,300,000 0.57027
Direct
Sun Life Insurance (IOM) Ltd 44,657 0.01959
Direct
Sun Life Pensions Management Ltd 54,450 0.02389
Direct
Sun Life Pensions Management Ltd 38,350 0.01682
Direct
Sun Life Unit Assurance Ltd LTAV UK Equity 67,516 0.02962
Direct
Sun Life Unit Assurance Ltd FTSE All Share 45,256 0.01985
Tracker
Direct
Sun Life Pensions Management FTSE All Share 315,000 0.13818
Equity
Direct
Sun Life Pensions Management FTSE All Share 204,237 0.08959
Tracker
Direct
Framlington onshore private clients 11,000 0.00483
Indirect
AXA Winterthur 66,629 0.02923
Direct
Total Direct 34,762,993 15.24938
Total Indirect 231,000 0.10133
TOTAL 34,993,993 15.35071
Proxy Voting:
10. Name of proxy holder:
11. Number of voting rights proxy holder will cease
to hold:
12. Date on which proxy holder will cease to hold
voting rights:
13. Additional information:
14 Contact name: Terry Marsh
15. Contact telephone name: 020 7003 2637
For notes on how to complete form TR-1 please see the FSA website.
Note: Annex should only be submitted to the FSA not the issuer
Annex: Notification of major interests in shares
A: Identity of the persons or legal entity subject to the notification obligation
Full name
(including legal form of legal entities) Terry Marsh
Contact address
(registered office for legal entities)
Phone number & email 020 7003 2637
Other useful information
(at least legal representative for legal persons)
B: Identity of the notifier, if applicable
Full name
Contact address
Phone number & email
Other useful information
(e.g. functional relationship with the person or
legal entity subject to the notification obligation)
C: Additional information
This information is provided by RNS
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