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. The Financial Conduct Authority will review this in 2025.
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
159.80p
Buy
160.80p
2.00p (+1.27%)
Discount/Premium
-5.72%
Estimated NAV
169.706p
Prices updated at 02 May 2025, 16:36 BST
| Prices minimum 15 mins delay
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
, 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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Annual performance (%)
Year | This fund | Peer group index |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 5.51 | 3.26 |
| 31 Mar 15 - 31 Mar 16 | -3.79 | 5.66 |
| 31 Mar 16 - 31 Mar 17 | 28.16 | 2.35 |
| 31 Mar 17 - 31 Mar 18 | 41.28 | 10.90 |
| 31 Mar 18 - 31 Mar 19 | 18.31 | 0.88 |
| 31 Mar 19 - 31 Mar 20 | -1.10 | -13.84 |
| 31 Mar 20 - 31 Mar 21 | 82.02 | 69.58 |
| 31 Mar 21 - 31 Mar 22 | -32.01 | -7.41 |
| 31 Mar 22 - 31 Mar 23 | -30.40 | -15.28 |
| 31 Mar 23 - 31 Mar 24 | -3.99 | 8.55 |
| 31 Mar 24 - 31 Mar 25 | 5.37 | -0.30 |
Primary benchmark: S&P Global Small Cap TR GBP
Peer group index: Morningstar IT Global Smaller Companies
Trailing returns (%)
Year | This fund | Peer group index |
|---|---|---|
| 1 Day | 1.27 | 1.02 |
| 1 Month | 0.63 | 1.53 |
| 3 Months | -19.60 | -9.53 |
| 6 Months | 0.88 | -0.66 |
| 1 Year | 10.80 | 0.71 |
| 3 Years annualised | -6.64 | 0.15 |
| 5 Years annualised | -5.61 | 5.02 |
Primary benchmark: S&P Global Small Cap TR GBP
Peer group index: Morningstar IT Global Smaller Companies
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
