Overview
ISIN
GB00BHSRZC82SEDOL
BHSRZC8Investment proposition
Edinburgh Worldwide offers shareholders a unique portfolio of publicly traded and private businesses operating at frontiers of technological innovation and transformation. The Trust is a global smaller companies specialist aiming to generate long-term capital appreciation by early access to emerging businesses with significant disruptive growth potential.
Share price and charges
Price
203.50pNAV at fair
214.64pPremium (+) or discount (-) at fair
-5.2%Ongoing charges*
0.76%Fund facts
Active share
99%*
Fund launch date
1998
AIC Investment Sector
Global Smaller Companies
Benchmark
S&P Global Small Cap Index
Past performance is not a guide to future returns.
*Relative to S&P Global Small Cap. Source: Baillie Gifford & Co, S&P.
While the policy is global investment, the approach adopted is to construct a portfolio through the identification of individual companies which offer long-term growth potential.
Meet the managers
Meet the directors
AGM, voting and registrar details
AGM
Requisitioned General Meeting and AGM, 11.45am and 12 noon respectively on Friday 14 February 2025, Baillie Gifford offices, Edinburgh.
Voting
Access information on our Corporate calendar, AGM voting and attendance.
Access information on votes cast by Baillie Gifford during the previous quarter on behalf of the investment trust in the Proxy voting disclosure.
Registrar
Computershare Investor Service PLC,
The Pavilions,
Bridgwater Road,
Bristol,
BS99 6ZZ.
Regulatory news announcements
Regulatory news announcements which are released to the London Stock Exchange can be accessed via their service.
The Association of Investment Companies
Further information on investment trusts and the investment trust sector can be found on The Association of Investment Companies website.
Risk Warnings
Risk Introduction
The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies. The value of their shares, and any income from them, can fall as well as rise and investors may not get back the amount invested. The specific risks associated with the Trust include:
Currency
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.
Private Companies
Unlisted investments such as private companies, in which the Trust has a significant investment, can increase risk. These assets may be more difficult to sell, so changes in their prices may be greater.
Gearing
The Trust can borrow money to make further investments (sometimes known as "gearing" or "leverage"). The risk is that when this money is repaid by the Trust, the value of the investments may not be enough to cover the borrowing and interest costs, and the Trust will make a loss. If the Trust's investments fall in value, any invested borrowings will increase the amount of this loss.
Liquidity
Market values for securities which have become difficult to trade may not be readily available and there can be no assurance that any value assigned to such securities will accurately reflect the price the Trust might receive upon their sale.
Derivatives
The Trust can make use of derivatives which may impact on its performance.
Smaller Immature Companies
Investment in smaller, immature companies is generally considered higher risk as changes in their share prices may be greater and the shares may be harder to sell. Smaller, immature companies may do less well in periods of unfavourable economic conditions.
Premium Risk
Share prices may either be below (at a discount) or above (at a premium) the net asset value (NAV). The Company may issue new shares when the price is at a premium which may reduce the share price. Shares bought at a premium may have a greater risk of loss than those bought at a discount.
Buy-backs
The Trust can buy back its own shares. The risks from borrowing, referred to above, are increased when a trust buys back its own shares.
Income Secondary
The aim of the Trust is to achieve capital growth. You should not expect a significant, or steady, annual income from the Trust.
Regulation of Investment Trusts
The Trust is listed on the London Stock Exchange and is not authorised or regulated by the Financial Conduct Authority.
Index disclaimer
Fund performance
Periodic Performance
As at: 31 October 2025
1 Year | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|
Share Price | 30.2% | 18.8% | -28.7% | 134.0% |
NAV | 29.7% | 11.8% | -21.0% | 138.8% |
Index* | 12.8% | 31.3% | 66.3% | 172.7% |
Discrete Performance
As at: 30 September 2025
30/09/2020 – 30/09/2021 | 30/09/2021 – 30/09/2022 | 30/09/2022 – 30/09/2023 | 30/09/2023 – 30/09/2024 | 30/09/2024 – 30/09/2025 | |
|---|---|---|---|---|---|
Share Price | 5.3% | -43.3% | -20.1% | 11.0% | 30.8% |
NAV | 12.4% | -37.7% | -17.0% | 2.5% | 25.1% |
Index* | 33.5% | -9.1% | 5.1% | 13.1% | 11.9% |
Performance
As at: 31 October 2025
Source: Morningstar, MSCI, S&P.
Performance figures appear in GBP. The value of your investment may go down as well as up, and you may not get back the amount you invested.
Comparative Index is limited to a 5 year period from the current date.
Comparative Index changed from MSCI All Countries World Index on 01/02/2014 to S&P Global Small Cap Index. In the above graph the indices have been chain-linked to form a single index.
The graph has been rebased to 100.
Please bear in mind that past performance is not a guide to future returns.
Active share
As at: 31 October 2025
Relative to S&P Global Small Cap. Source: Baillie Gifford & Co, S&P.
Discount/premium history at fair
As at: 31 October 2025
Performance figures appear in GBP. The value of your investment may go down as well as up, and you may not get back the amount you invested.
If the graph shows negative figures this means that the share price is lower than the NAV at fair – this is known as trading at a Discount.
If the graph shows positive figures this means that the share price is higher than the NAV at fair - this is known as trading at a Premium.
Please bear in mind that past performance is not a guide to future returns.
Fund portfolio holdings
The list of top 10 holdings that this fund invests in.
As at: 31 October 2025
| # | Holding | % of total assets |
|---|---|---|
| 1 | Space Exploration Technologies | 8.4% |
| 2 | Alnylam Pharmaceuticals | 6.8% |
| 3 | PsiQuantum | 6.5% |
| 4 | AeroVironment | 4.7% |
| 5 | American Superconductor Corp | 3.2% |
| 6 | Axon Enterprise | 3.2% |
| 7 | Xometry, Inc. | 2.6% |
| 8 | Oxford Nanopore Tech | 2.5% |
| 9 | Zillow | 1.9% |
| 10 | Astera Labs | 1.7% |
Insights
Key articles, videos and podcasts relating to the fund:
Filters
Insights

EHang: the sky’s the limit
Why Edinburgh Worldwide has invested in the Chinese company making flying cars a reality.
EWIT enlightenment: Alnylam
The US drugmaker pivoting from a rare disease specialist to a major therapeutic platform.
Edinburgh Worldwide Investment Trust Q3 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
EWIT enlightenment: IREN
The US datacentre operator turning renewable power into AI profits as grid constraints bite.
Bringing it home
Meet the companies winning from deglobalisation.
EWIT enlightenment: MP Materials
The owner of the US’s only rare earth mine is set for success, after a $500m partnership with Apple.
EWIT enlightenment: Amplitude
How software company Amplitude is adapting to the AI age.
EWIT enlightenment: Astera Labs
How this portfolio holding is solving critical data bottlenecks in AI infrastructure.
The Next Chapter
Baillie Gifford trusts showcase private market focus and AI optimism at annual investment conference.
EWIT enlightenment: CyberArk
Discover how EWIT holding CyberArk is making our data more secure.
EWIT: the next generation of companies set to prosper
Investment manager Douglas Brodie discusses the exciting opportunities for the portfolio for the year ahead.
Edinburgh Worldwide quarterly update
An update on how recent EWIT are thinking about recent trade tensions.
Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.
Quantum, space, fusion: the big three
How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.
EWIT: Manager Insights
An update on performance and investment outlook.
Your vote, EWIT's future.
Shareholders urged to protect the trust's future by voting against Saba.
EWIT: letter to shareholders
Why your vote is crucial.
EWIT: Resetting a path for growth
A comprehensive action plan for the Trust and proposal to return up to £130m to shareholders.
Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
Private investor forum: growth on sale
Why it pays to keep faith in the company fundamentals
Our best disruptive ideas
Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.
PsiQuantum: the leap to quantum computing
How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.
Five powerful tailwinds behind EWIT
Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.
The case for private companies
An overview of Edinburgh Worldwide’s use of private companies.
Future growth stars back in focus
Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.
Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
EWIT’s vision on pioneering technologies
Dive into EWIT's vision on DNA research, AI, and tech's role in future advancements.
EWIT: Manager Insights
Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.
The case for private companies
An overview of Edinburgh Worldwide’s use of private companies.
Growing up: early-stage companies
Edinburgh Worldwide Investment Trust patiently holds high-potential, progressive businesses.
EWIT: growth companies shaping our tomorrow
Investor Douglas Brodie talks about his approach and exciting opportunities for the portfolio
A view from the frontiers
How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.
The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
Investing in private companies
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.
Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.
Private company investing myths
Busting three myths that could alter your view about what private company investing is.
How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
Global Discovery manager update
Investors discuss recent performance, holdings, and portfolio positioning for the Global Discovery Strategy.
The history of Edinburgh Worldwide Investment Trust
While the investment policy and geographical focus may have shifted over 125 years, key themes link the story of the Edinburgh Worldwide Trust then and now.
What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
Quoted Data research report - Edinburgh Worldwide Investment Trust
Quoted Data's latest research report. Please note that this is paid for research.
Edinburgh Worldwide: Manager Insights
How has our portfolio of early-stage growth firms changed in a year of economic uncertainty?
Trust trip notes: Tel Aviv
Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
EWIT: Growth companies shaping our tomorrow.
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent unique and scalable technology-led opportunities over the coming decade and beyond.
Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.
Edinburgh Worldwide: a global history.
How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.
EWIT AGM: Manager Insights.
An update on green hydrogen and software development investments among other activities.
Green hydrogen’s promise.
Why using renewables to harvest the gas may be the best way for some industries to reach net zero.
Edinburgh Worldwide Investment Trust AGM.
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.
Space: the final investment frontier
Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.

EHang: the sky’s the limit
Why Edinburgh Worldwide has invested in the Chinese company making flying cars a reality.
EWIT enlightenment: Alnylam
The US drugmaker pivoting from a rare disease specialist to a major therapeutic platform.
Edinburgh Worldwide Investment Trust Q3 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
EWIT enlightenment: IREN
The US datacentre operator turning renewable power into AI profits as grid constraints bite.
Bringing it home
Meet the companies winning from deglobalisation.
EWIT enlightenment: MP Materials
The owner of the US’s only rare earth mine is set for success, after a $500m partnership with Apple.
EWIT enlightenment: Amplitude
How software company Amplitude is adapting to the AI age.
EWIT enlightenment: Astera Labs
How this portfolio holding is solving critical data bottlenecks in AI infrastructure.
The Next Chapter
Baillie Gifford trusts showcase private market focus and AI optimism at annual investment conference.
EWIT enlightenment: CyberArk
Discover how EWIT holding CyberArk is making our data more secure.
EWIT: the next generation of companies set to prosper
Investment manager Douglas Brodie discusses the exciting opportunities for the portfolio for the year ahead.
Edinburgh Worldwide quarterly update
An update on how recent EWIT are thinking about recent trade tensions.
Alnylam: Stock Story
Richie Vernon explores the revolutionary drugs transforming patient lives.
Quantum, space, fusion: the big three
How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.
EWIT: Manager Insights
An update on performance and investment outlook.
Your vote, EWIT's future.
Shareholders urged to protect the trust's future by voting against Saba.
EWIT: letter to shareholders
Why your vote is crucial.
EWIT: Resetting a path for growth
A comprehensive action plan for the Trust and proposal to return up to £130m to shareholders.
Small cap strife: big opportunities
Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
Private investor forum: growth on sale
Why it pays to keep faith in the company fundamentals
Our best disruptive ideas
Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.
PsiQuantum: the leap to quantum computing
How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.
Five powerful tailwinds behind EWIT
Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.
The case for private companies
An overview of Edinburgh Worldwide’s use of private companies.
Future growth stars back in focus
Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.
Stock story: PsiQuantum
How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
EWIT’s vision on pioneering technologies
Dive into EWIT's vision on DNA research, AI, and tech's role in future advancements.
EWIT: Manager Insights
Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.
The case for private companies
An overview of Edinburgh Worldwide’s use of private companies.
Growing up: early-stage companies
Edinburgh Worldwide Investment Trust patiently holds high-potential, progressive businesses.
EWIT: growth companies shaping our tomorrow
Investor Douglas Brodie talks about his approach and exciting opportunities for the portfolio
A view from the frontiers
How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.
The hidden costs of software
A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
Investing in private companies
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.
Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.
Private company investing myths
Busting three myths that could alter your view about what private company investing is.
How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
Global Discovery manager update
Investors discuss recent performance, holdings, and portfolio positioning for the Global Discovery Strategy.
The history of Edinburgh Worldwide Investment Trust
While the investment policy and geographical focus may have shifted over 125 years, key themes link the story of the Edinburgh Worldwide Trust then and now.
What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
Quoted Data research report - Edinburgh Worldwide Investment Trust
Quoted Data's latest research report. Please note that this is paid for research.
Edinburgh Worldwide: Manager Insights
How has our portfolio of early-stage growth firms changed in a year of economic uncertainty?
Trust trip notes: Tel Aviv
Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
EWIT: Growth companies shaping our tomorrow.
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent unique and scalable technology-led opportunities over the coming decade and beyond.
Valuing private companies.
Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.
Edinburgh Worldwide: a global history.
How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.
EWIT AGM: Manager Insights.
An update on green hydrogen and software development investments among other activities.
Green hydrogen’s promise.
Why using renewables to harvest the gas may be the best way for some industries to reach net zero.
Edinburgh Worldwide Investment Trust AGM.
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.
Space: the final investment frontier
Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.
How to invest
You can invest in our funds via a number of fund platforms.
Please note that we do not have the facility for you to invest directly with us in our Investment Trusts and we do not offer ISAs, SIPPS or Share Plans.
Please also note that we do not have an online service for individual investors.
Further information on our funds can be found in the relevant Key Information and Prospectus Documents, which are available in English and will be sent to you free of charge on request.
Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites. Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.
Investment platforms
Getting financial advice
At Baillie Gifford we don’t provide financial advice, but we do try our best to provide you with all the information we think you might need to make investment decisions. Of course, we realise there are occasions when you may want the advice of an expert.
Using professional financial advice
An authorised intermediary can give you advice and help on how best to manage your financial affairs based on your circumstances and investment aspirations. They can also help keep track of all your different investment interests, saving you a lot of time and bookkeeping.
Finding a financial adviser near you
If you want to use an authorised intermediary, Unbiased is a website that allows you to search for authorised intermediaries in your area. You can visit their site on www.unbiased.co.uk
Documents
You can access any literature about the Fund here.
To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.




