Edinburgh Worldwide Investment Trust Plc (EWI)

Category Global Small/Mid-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

229.00p

Buy

229.50p

arrow-up1.50p (+0.66%)

Discount/Premium

-0.64%

Estimated NAV

229.477p

Prices updated at 02 Apr 2026, 16:38 BST
| Prices minimum 15 mins delay
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Prices in GBX

Investment objective
The Company's investment objective is the achievement of 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 at the point of initial investment have a market capitalisation no greater than the market capitalisation of the largest constituent of the Company’s comparative index(S&P Global Small Cap Index total return (in sterling terms)) measured by market capitalisation.

arrow-up0.59%
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logo Key dates

Forecast date
Final resultsJan 2027
Annual reportJan 2027
Half yearly resultsJun 2026
Annual general meetingApr 2026
Previous date
Final resultsJan 2026
Annual reportJan 2026
Half yearly resultsJun 2025
Annual general meetingFeb 2025


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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