Title picture for the Mid Wynd Investment Trust
Mid Wynd Investment Trust manager Michael MacPhee

Michael MacPhee - Trust Manager

"Mid Wynd is a smaller specialist trust that invests for both capital growth and income. You can invest in the Trust directly, or through our Share Plan, ISA and the Children's Savings Plan."

 

Recent Documents 

Mid Wynd Interactive Annual Report

Access the June 2009 Mid Wynd interactive Annual (including Notice of Annual General Meeting) Report and Accounts here
Mid Wynd monthly factsheet
Download the latest Mid Wynd monthly factsheet

Key Facts

 

Trust Aim Mid Wynd aims to achieve capital and income growth by investing on a worldwide basis.
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 Michael graduated BA in Law from Oxford University and was called to the English Bar in 1987. He joined Baillie Gifford in 1989 and is a Researcher in the Global Research Group.  Michael became a Partner in 1998 and was previously Head of the European Investment Team.

 

 Trust Prices

 

Share Price 877.50p
NAV per share at Fair1087.38p
NAV per share at Par1086.64p
Discount at Fair19.30%
Discount at Par19.25%
Source : Morningstar (www.morningstar.co.uk), closing mid share price, estimated NAV.

Total assets* £57,446,880
Shareholders' funds £52,046,170
*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.

Mid Wynd is registered in Scotland. Registered number: 42651. 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.