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
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.
Sell

162.60p

Buy

167.20p

arrow-down-0.7046p (-0.43%)

Discount/Premium

-5.20%

Estimated NAV

174.69p

Prices updated at 22 May 2025, 08:34 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.
FTSE All-Share
arrow-down-0.55%
LSE
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.
Company name
Baillie Gifford & Co Limited.
Legal structure
Closed Ended Investment Company
Domicile
United Kingdom
Fiscal year end
31 Oct 2025
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
mobile
44 0131 275 2000
letter
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Company website


Important Information

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