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About the company
Edinburgh Worldwide Investment Trust plc is a United Kingdom-based investment company. The Company operates as an investment trust. Its investment objective is the achievement of long-term capital growth by investing primarily in listed companies throughout the world. The Company invests on various sectors, including biotechnology; software; aerospace and defense; healthcare equipment and supplies; life sciences tools and services; healthcare technology; pharmaceuticals; capital markets; electronic equipment, instruments and components; electrical equipment; consumer staples distribution and retail; real estate management and development; professional services; healthcare providers and services; insurance; machinery; semiconductors and semiconductor equipment; and automobile components. Baillie Gifford & Co Limited is the alternative investment manager to the Company.
- Revenue in GBP (TTM)188.80m
- Net income in GBP177.00m
- Incorporated1998
- Employees0.00
- LocationEdinburgh Worldwide Investment Trust PlcCalton Square, 1 Greenside RowEDINBURGH EH1 3ANUnited KingdomGBR
- Phone+44 13 1275 2000Fax+44 13 1275 3999
- Websitehttps://www.bailliegifford.com/en/uk/individual-investors/funds/edinburgh-worldwide-investment-trust/
Profile
| Management group(s) | Baillie Gifford & Co Limited. |
|---|---|
| AIC sector | Global Smaller Companies |
| ISIN | GB00BHSRZC82 |
| Launch date | 10 Jul 1998 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
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.
Managed by
| Douglas Brodie, Svetlana Viteva, Luke Ward |
|---|
Management & contract fees
The annual management fee will be as follows: 0.75% on the first GBP 50m of NAV, 0.65% on the next GBP 200m of NAV and 0.55% on the remaining NAV. The fees are calculated on a quarterly basis. The contract is terminable on 3 month notice.
Mergers & acquisitions
| Acquired company | EWI:LSE since announced | Transaction value |
|---|---|---|
| Baillie Gifford US Growth Trust PLC | 11.22% | -- |
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| XPS Pensions Group PLC | 246.90m | 25.95m |
| Pacific Horizon Investment Trust PLC | 48.09m | 43.55m |
| Biopharma Credit PLC | 113.63m | 90.44m |
| European Smaller Companies Trust PLC | 102.73m | 90.06m |
| Impax Environmental Markets plc | -31.88m | -46.19m |
| Global Smaller Companies Trust PLC | 59.12m | 51.35m |
| Edinburgh Worldwide Investment Trust plc | 188.80m | 177.00m |
| Baillie Gifford US Growth Trust PLC | 64.84m | 56.62m |
| Capital Gearing Trust plc | 44.88m | 40.20m |
| Cordiant Digital Infrastructure Ltd | 169.63m | 153.27m |
| Molten Ventures PLC | 137.10m | 111.20m |
| Schroder Oriental Income Fund Ltd | 109.50m | 94.50m |
| Oakley Capital Investments Ltd | 73.90m | 55.40m |
| Finsbury Growth & Income Trust PLC | -3.24m | -13.89m |
| Scottish American Investment Company PLC | 20.88m | 9.84m |
| Invesco Asia Dragon Trust PLC | 217.46m | 206.02m |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| Saba Capital Management LPas of 06 Nov 2025 | 86.93m | 25.06% |
| Barclays Investment Solutions Ltd.as of 09 Dec 2025 | 10.37m | 2.99% |
| Hargreaves Lansdown Fund Managers Ltd.as of 03 Nov 2025 | 10.33m | 2.98% |
| Rathbones Investment Management Ltd.as of 03 Nov 2025 | 7.25m | 2.09% |
| Leucadia Investment Management Ltd.as of 03 Nov 2025 | 4.83m | 1.39% |
| Vanguard Asset Management Ltd.as of 31 Dec 2025 | 4.70m | 1.36% |
| BlackRock Investment Management (UK) Ltd.as of 03 Nov 2025 | 4.51m | 1.30% |
| The Vanguard Group, Inc.as of 03 Nov 2025 | 2.60m | 0.75% |
| HSBC Global Asset Management (UK) Ltd.as of 03 Nov 2025 | 2.60m | 0.75% |
| TrinityBridge Ltd.as of 03 Nov 2025 | 2.41m | 0.70% |
