Edinburgh Worldwide Investment Trust Plc (EWI)
Category Global Small/Mid-Cap Equity
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.
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
276.50p
Buy
277.50p
-4.50p (-1.60%)
Discount/Premium
-1.71%
Estimated NAV
285.379p
Prices updated at 05 Jun 2026, 18:03 BST
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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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide or Product Summary document
, 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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Key dates
| Forecast date | |
|---|---|
| Annual general meeting | Apr 2027 |
| Final results | Jan 2027 |
| Annual report | Jan 2027 |
| Half yearly results | Jun 2026 |
| Previous date | |
|---|---|
| Annual general meeting | Apr 2026 |
| Final results | Jan 2026 |
| Annual report | Jan 2026 |
| Half yearly results | Jun 2025 |