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Edinburgh Worldwide Investment Trust Plc (0P00008ZMT)

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1.644 +0.010    +0.43%
03/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 719.71M
Type:  Fund
Market:  United Kingdom
Issuer:  Baillie Gifford & Co Limited.
ISIN:  GB00BHSRZC82 
Underlying:  Edinburgh Worldwide
Asset Class:  Equity
Edinburgh Worldwide Investment Trust Plc 1.644 +0.010 +0.43%

0P00008ZMT Overview

 
On this page you'll find an in-depth profile of Edinburgh Worldwide Investment Trust Plc. Learn about the key management, total assets, investment strategy and contact information of 0P00008ZMT among other information.
Category

Global Small-Cap Equity

Total Assets

719.71M

Expenses

Inception Date

Jul 10, 1998

Investment Strategy

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.

Contact Information

Address 1 Greenside Row
Edinburgh,Scotland EH1 3AN
United Kingdom
Phone 44 0131 275 2000
Fax 44 0131 275 3999

Top Executives

Name Title Since Until
Svetlana Viteva Investment Manager 2017 Now
Biography Ms. Viteva joined Baillie Gifford in 2012 and, in addition to managing Baillie Gifford U.S. Discovery Fund, is an portfolio manager in the Discovery Team. She is a CFA Charterholder. Ms. Viteva is also a Deputy Manager of the global small cap investment trust, Edinburgh Worldwide Investment Trust. She graduated BA in Economics and BA in Business Administration from the American University in Bulgaria in 2008, MSc in Investment Analysis in 2009 and PhD in Accounting and Finance in 2012, both from the University of Stirling. Ms. Viteva has been a member of the team since the Fund's inception in 2021.
Luke Ward Investment Manager 2017 Now
Biography Luke graduated MEng (Hons) in Mechanical Engineering from the University of Edinburgh in 2012. Luke joined Baillie Gifford in 2012 and is an Investment Manager in the Global Discovery Team. Luke is also a Deputy Manager.
Douglas Brodie Head 2014 Now
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.
John MacDougall Investment Manager 2014 2017
Biography John is an Investment Manager and member of the Long Term Global Growth (LTGG) and China A-Share teams. He has been a Partner in the firm since 2016. He joined Baillie Gifford in 2000 as a part of the North American department and then went on to work in the Japan and Global Discovery teams before joining his current teams. John graduated MA in Ancient & Modern History from the University of Oxford in 2000.
Mark Urquhart Head 2003 2014
Biography Mark joined Baillie Gifford in 1996 and is the head of the Long Term Global Growth Team, a strategy which he co-founded in 2003. Mark previously worked as an Investment Analyst and Manager in the US, UK and Japanese Equities teams. He became a Partner in 2004. Mark graduated BA in Philosophy, Politics and Economics from the University of Oxford in 1992 and spent a year at Harvard as a Kennedy Scholar in 1993 before completing a PhD in Politics with a thesis on Nationalism in the EU at the University of Edinburgh in 1996.
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