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
143.40p
Buy
144.00p
3.40p (+2.41%)
Discount/Premium
-13.16%
Estimated NAV
162.37p
Prices updated at 02 May 2024, 16:35 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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Company name
Baillie Gifford & Co Limited.
Legal structure
Closed Ended Investment Company
Domicile
United Kingdom
Fiscal year end
31 Oct 2024
Launch date
10 Jul 1998
Lead manager
Douglas Brodie
Lead manager start date
27 Jan 2014
Lead fund manager biography
Douglas Brodie joined Baillie Gifford in 2001 and is Head of the Discovery Team. Mr. Brodie became a Partner in 2015 and is a CFA Charterholder. He graduated BSc in Molecular Biology & Biochemistry from the University of Durham in 1997 and attained a DPhil in Molecular Immunology from the University of Oxford in 2001. Mr. Brodie has been a member of the team in 2021.
Head office
Calton Square
1 Greenside Row
Edinburgh
United Kingdom
EH1 3AN
