Investment Trusts
Edinburgh Worldwide Investment Trust is a globally diversified investment trust managed by Baillie Gifford. It focuses on smaller, innovative growth companies with the potential to become much larger businesses over long investment periods.
Investment in listed and selected private growth companies across technology, healthcare, industrial and consumer sectors, with an emphasis on disruptive business models and long-term capital appreciation.
Global smaller-company equity markets, with significant exposure to North America and other developed markets alongside selected emerging-market and private-company investments.
Long-term growth in portfolio companies, successful stock selection, technology and healthcare innovation, improving small-cap sentiment, interest rates and movements in the trust's discount to net asset value.
High growth-stock volatility, smaller-company liquidity, valuation compression, private-company valuation uncertainty, stock-selection risk, gearing and a persistent discount to net asset value.
25 June 2026: interim results showed a 14.6% share-price total return and 8.4% NAV return for the six months to 30 April, compared with 9.4% for the S&P Global Small Cap Index.
The trust is managed for capital growth rather than income and does not normally pay a dividend. No dividend was paid or proposed for the six months to 30 April 2026, so there is no 2026 ex-dividend date.
The complete 350 Trade Book — 350 leading UK-listed companies, presented in one consistent working reference.