Overview
In recognising recent weak returns, this update focuses on the driver of investment performance and holdings’ operational progress.
Related insights

Our best disruptive ideas
Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.September 2024
Video|3 minutes
A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.September 2022
Video|11 minutes
Discovery Q2 update
Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.July 2026
Video|7 minutes
Related funds

Global Discovery Fund
The Global Discovery Fund aims to outperform (after deduction of costs) the S&P Global Small Cap Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.
Edinburgh Worldwide Investment Trust
The Edinburgh Worldwide Investment Trust plc aims for capital growth from a global portfolio of initially immature entrepreneurial companies, typically with a market capitalisation of less than $5bn at time of initial investment, which are believed to offer long-term growth potential.
