Title picture for the Edinburgh Worldwide Investment Trust

Mark Urquhart


Mark Urquhart - Trust Manager

"EWIT invests in global stockmarkets and aims to achieve long-term capital growth. You can invest in the trust directly, or through our Share Plan, ISA and the Children's Savings Plan."

 

Key Documents

EWIT Annual ReportDownload the latest Edinburgh Worldwide Annual and Half-Yearly Reports.

Monthly Factsheet

EWIT monthly factsheet Download the Edinburgh Worldwide monthly factsheet.

Key Facts 

Trust ObjectiveEWIT 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 SectorInvestment 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.
 
Trust ManagerMark 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 and 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

Share Price 177.50p