Title picture for the Edinburgh Worldwide Investment Trust

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.

Latest Documents

EWIT Annual Report


 

Access the latest Edinburgh Worldwide Interactive Annual Report & Financial Statements (including the Notice of Annual General Meeting)

Edinburgh Worldwide Half-Yearly Report

Download
the latest Edinburgh Worldwide Half-Yearly Report
EWIT monthly factsheet

Download the latest Edinburgh Worldwide monthly factsheet.

Citywire Selection

Citywire Selection

                
Edinburgh Worldwide has been included in Citywire's Selection List. 
                                                                                                                                                                                    
You can read more about this on Citywire's website.

 

Fund Manager Interviews

Watch the latest EWIT webcast

Visit our video library to access all the latest and historical Edinburgh Worldwide 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.
 
Trust Manager - Mark Urquhart      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.  Mark joined Baillie Gifford in 1996 and was an Investment Manager in the Japanese Investment Team, until joining our Global Equities Investment Team when it was established in September 2003.  Mark became a Partner in 2004.
 

 

Trust Prices

 

Share Price 241.25p
NAV per share279.06p
Discount13.55%
Source : Morningstar (www.morningstar.co.uk), closing mid share price, estimated NAV.

Total assets* £161,903,722
Shareholders' funds £137,820,131
*before deductions of borrowings

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.