TR-1: Notifications of Major Interests in Shares |
1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached: |
Witan Investment Trust plc |
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2. Reason for notification (yes/no) |
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An acquisition or disposal of voting rights |
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An acquisition or disposal of financial instruments which may result in the acquisition of shares already issued to which voting rights are attached |
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An event changing the breakdown of voting rights |
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Other (please specify):______________ |
x |
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3. Full name of person(s) subject to notification obligation: |
AXA S.A, 25 Avenue Matignon, 75008 Paris and its group of companies |
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4. Full name of shareholder(s) (if different from 3): |
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5. Date of transaction (and date on which the threshold is crossed or reached if different): |
20/05/2008 |
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6. Date on which issuer notified: |
21/05/2008 |
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7. Threshold(s) that is/are crossed or reached: |
16% |
8: Notified Details |
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A: Voting rights attached to shares |
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Class/type of shares If possible use ISIN code |
Situation previous to the triggering transaction |
Resulting situation after the triggering transaction |
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Number of shares |
Number of voting rights |
Number of shares |
Number of voting rights |
Percentage of voting rights |
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Direct |
Indirect |
Direct |
Indirect |
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0974406 |
35,178,475 |
35,178,475 |
34,942,475 |
34,942,475 |
236,000 |
16.00 |
0.11 |
B: Financial Instruments |
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Resulting situation after the triggering transaction |
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Type of financial instrument |
Expiration date |
Exercise/ conversion period/date |
No. of voting rights that may be acquired (if the instrument exercised/converted) |
Percentage of voting rights |
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Total (A+B) |
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Number of voting rights |
Percentage of voting rights |
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35,178,475 |
16.11% |
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9. Chain of controlled undertakings through which the voting rights and /or the financial instruments are effectively held, if applicable: |
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Name of the company/fund |
Number of Shares |
% of issued share capital |
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AXA Sun Life plc (fmly Axa Equity & Law Life Assurance Society plc) Direct |
87,912 |
0.04026 |
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Sun Life Unit Assurance Ltd A/c X Direct |
26,000,354 |
11.90842 |
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PPP Healthcare Group plc Direct |
13,275 |
0.00608 |
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Sun Life Pensions Management Ltd Direct |
75,000 |
0.03435 |
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Sun Life Pensions Management Ltd A/c Direct |
6,345,000 |
2.90607 |
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Sun Life Assurance Society Plc Direct |
45,000 |
0.02061 |
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AXA Insurance UK Direct |
87,000 |
0.03985 |
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AXA UK Group Pension Scheme Indirect |
15,000 |
0.00687 |
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Sun Life International (IOM) Ltd Direct |
1,300,000 |
0.59541 |
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Sun Life Pensions Management Ltd Direct |
22,400 |
0.01026 |
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Sun Life Pensions Management Ltd Direct |
38,350 |
0.01756 |
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Sun Life Unit Assurance Ltd LTAV UK Equity Direct |
85,000 |
0.03893 |
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Sun Life Unit Assurance Ltd FTSE All Share Tracker Direct |
37,262 |
0.01707 |
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Sun Life Pensions Management LTAV UK Equity Direct |
315,000 |
0.14427 |
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Sun Life Pensions Management FTSE All Share Tracker Direct |
204,237 |
0.09354 |
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Framlington onshore private clients Indirect |
11,000 |
0.00504 |
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AXA Winterthur Direct |
57,917 |
0.02653 |
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AXA Sun Life With Profits Passive Direct |
144,053 |
0.06598 |
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AXA Sun Life With Profits Passive Direct |
84,715 |
0.03880 |
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Axa UK Distribution OEIC Indirect |
210,000 |
0.09618 |
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Total Direct |
34,942,475 |
16.00400 |
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Total Indirect |
236,000 |
0.10809 |
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TOTAL |
35,178,475 |
16.11209 |
Proxy Voting: |
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10. Name of proxy holder: |
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11. Number of voting rights proxy holder will cease to hold: |
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12. Date on which proxy holder will cease to hold voting rights: |
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13. Additional information: |
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14 Contact name: |
Terry Marsh |
15. Contact telephone name: |
020 7003 2637 |
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 |
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Full name (including legal form of legal entities) |
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Contact address (registered office for legal entities) |
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Phone number & email |
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Other useful information (at least legal representative for legal persons) |
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B: Identity of the notifier, if applicable |
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Full name |
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Contact address |
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Phone number & email |
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Other useful information (e.g. functional relationship with the person or legal entity subject to the notification obligation) |
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C: Additional information |
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