Latest Documents
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Access the October 2009 Edinburgh Worldwide Interactive Annual Report & Financial Statements (including the Notice of Annual General Meeting) here.
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Download the latest Edinburgh Worldwide monthly factsheet. |
Fund Manager Interviews
Key Facts
| Trust Aim |
EWIT aims for growth from a highly concentrated global portfolio. It tends to hold shares in around just forty-five companies with no geographical constraints and income is not a consideration. It is likely to be more volatile than the other trusts. |
| AIC Investment Sector |
Investment trusts are grouped by the Association of Investment Companies (AIC) into sectors. The classification of each is based on a combination of the regional or industries focus of the portfolio combined with the trusts investment objectives.
The AIC Investment Sector for this trust is Global Growth. The objective of Investment Trust Companies in this sector is to produce a total return to shareholders from capital and some dividend income, they also have less than 80% of their assets in any one geographical area.
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| Trust Manager |
Mark graduated BA in Philosophy, Politics and Economics from Oxford University in 1992. He spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics at Edinburgh University in 1996. He joined Baillie Gifford in 1996 and was an Investment Manager in the Japanese Investment Team, until joining the Global Equities Investment Team when it was established in 2003. Mark became a Partner in 2004. |
Trust Prices
Please bear in mind that past performance is not a guide to future performance. The value of your investment may go down as well as up and you may not get back the amount you invested. Also, as the Trust invests in overseas securities changes in the rates of exchange may also cause the value of your investment (and any income it may pay) to go down or up.
EWIT is registered in Scotland. Registered number: 184775. Registered office: Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN.
The Company is an investment company within the meaning of section 833 of the Companies Act 2006.
