Edinburgh Worldwide Investment Trust Plc (EWI)

A Select 50 Fund - Our view
Category Global Small/Mid-Cap Equity



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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

137.80p

Buy

138.40p

arrow-down-2.00p (-1.43%)

Discount/Premium

-12.44%

Estimated NAV

157.383p

Prices updated at 19 Apr 2024, 18:45 BST
| Prices minimum 15 mins delay
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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.

arrow-up0.15%
LSE

139.80
Launch date10 Jul 1998
139.00p - 136.42p
157.80p - 120.80p
158.37 as of 18 Apr 2024
Ongoing charge audited (%)0.7
0.71
0.07
0.00
881,333.57
383.24m
528.11m
114.30
Annually
£696.85m
£603.85m
-13.97
-16.39
-11.03
Fund comparative indexS&P Global Small Cap TR GBP
Daily
0.80m
1.16m
GB00BHSRZC82
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.