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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, technology hardware, storage and peripherals, pharmaceuticals, capital markets, electronic equipment, instruments and components, electrical equipment, food and staples retailing, real estate management and development, professional services, diversified consumer services, healthcare providers and services, Internet and direct marketing retail, insurance, semiconductors and semiconductor equipment, auto components, interactive media and services. Baillie Gifford & Co Limited is the alternative investment manager to the Company.
- Revenue in GBP (TTM)-75.55m
- Net income in GBP-87.03m
- 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 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.
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.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Blackrock Throgmorton Trust PLC | 95.13m | 88.42m |
| Polar Capital Global Fincls Trust PLC | 125.60m | 115.76m |
| European Opportunities Trust PLC | 111.31m | 98.45m |
| Jpmorgan European Discovery Trust PLC | 51.79m | 39.58m |
| Pacific Horizon Investment Trust PLC | 42.31m | 26.91m |
| Chrysalis Investments Ltd | 109.41m | 103.82m |
| Foresight Group Holdings Ltd | 141.33m | 26.43m |
| Blackrock Greater Eurp Invstmnt Trst PLC | 125.54m | 116.35m |
| Edinburgh Worldwide Investment Trust plc | -75.55m | -87.03m |
| Henderson European Trust PLC | 76.31m | 71.73m |
| Foresight Environmental Infrstrctr | -3.83m | -13.94m |
| Baillie Gifford US Growth Trust PLC | 96.77m | 89.88m |
| Brunner Investment Trust Plc | 109.30m | 103.52m |
| XPS Pensions Group PLC | 199.43m | 54.17m |
| Schiehallion Fund Ltd | 65.92m | 58.12m |
| Partners Group Private Equity Ltd | 51.52m | 19.29m |
