Edinburgh Worldwide Investment Trust Plc (EWI)
A Select 50 Fund - Our view
Category Global Small/Mid-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
145.80p
Buy
146.00p
2.00p (+1.39%)
Discount/Premium
-10.83%
Estimated NAV
164.185p
Prices updated at 03 May 2024, 16:36 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
The Company’s objective is to achieve long term capital growth by investing primarily in listed companies throughout the world. 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, normally over at least a five year horizon and which typically have a market capitalisation of less than US$5 billion at the time of initial investment.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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Annual charges
| Product charges | |
|---|---|
| 0.70 | |
| 0.71 | |
| 0.08 | |
| Minimum investment | 25.00 |
Documents
Document name | Language | Date posted |
|---|---|---|
| Factsheet | English | 31 Mar 2024 |
| Annual Report | English | 31 Oct 2023 |
| Semi-Annual Report | English | 30 Apr 2023 |
| Key Information Document (KID) | English | 03 Oct 2022 |
| Prospectus | English | 14 Oct 2020 |
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