Edinburgh Investment Trust Plc (EDIN)

Category UK Large-Cap Equity


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

780.00p

Buy

782.00p

arrow-up8.00p (+1.03%)

Discount/Premium

-8.62%

Estimated NAV

845.95p

Prices updated at 01 Apr 2026, 16:49 BST
| Prices minimum 15 mins delay
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Prices in GBX

Investment objective
The Company aims to invest primarily in UK securities with the long-term objective of achieving an increase of the Net Asset Value per share in excess of the growth in the FTSE All-Share Index and growth in dividends per share in excess of the rate of UK inflation.

arrow-up1.9%
LSE

Annual performance (%)

This fundPeer group index
31 Mar 15 - 31 Mar 164.04-1.88
31 Mar 16 - 31 Mar 1711.2216.72
31 Mar 17 - 31 Mar 18-6.723.32
31 Mar 18 - 31 Mar 194.572.41
31 Mar 19 - 31 Mar 20-29.39-21.07
31 Mar 20 - 31 Mar 2146.3942.82
31 Mar 21 - 31 Mar 2210.598.76
31 Mar 22 - 31 Mar 238.402.64
31 Mar 23 - 31 Mar 248.861.81
31 Mar 24 - 31 Mar 2511.3414.25
31 Mar 25 - 31 Mar 268.4716.11

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

This fundPeer group index
1 Day0.781.13
1 Month-7.76-9.32
3 Months-5.06-2.38
6 Months-1.563.64
1 Year8.4716.11
3 Years annualised9.5510.54
5 Years annualised9.538.56

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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