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
Sell

152.40p

Buy

153.40p

arrow-up1.00p (+0.66%)

Discount/Premium

-10.78%

Estimated NAV

169.92p

Prices updated at 02 Oct 2024, 16:35 BST
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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.
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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.

Growth of 1,000 as of 02 Oct 2024, 18:10

Trailing returns (%) as of 02 Oct 2024, 18:10

Annual performance (%)

Year
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This fundPeer group index
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 1512.6117.71
30 Sep 15 - 30 Sep 1614.82-1.32
30 Sep 16 - 30 Sep 1731.9818.26
30 Sep 17 - 30 Sep 1850.611.49
30 Sep 18 - 30 Sep 19-6.31-1.38
30 Sep 19 - 30 Sep 2058.7013.68
30 Sep 20 - 30 Sep 215.3137.30
30 Sep 21 - 30 Sep 22-43.28-33.05
30 Sep 22 - 30 Sep 23-20.073.10
30 Sep 23 - 30 Sep 2411.0515.72

Primary benchmark: S&P Global Small Cap TR GBP

Peer group index: Morningstar IT Global Smaller Companies

Trailing returns (%)

Year
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This fundPeer group index
1 Day-2.07-0.94
1 Month2.71-1.55
3 Months3.272.11
6 Months1.743.54
1 Year8.7514.63
3 Years annualised-20.83-7.14
5 Years annualised-3.624.34

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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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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