{"name":"Edinburgh Worldwide Investment Trust","domain":"edinburghworldwide.co.uk","url":"https://optimly.ai/brand/edinburgh-worldwide-investment-trust","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Edinburgh Worldwide Investment Trust is a global smaller companies investment trust investing in immature, disruptive private and public companies shaping the future.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"description","label":"Description","shape":"text","content":"The Trust offers a portfolio of publicly traded and private businesses operating at the frontiers of technological innovation and transformation. It aims to identify emerging businesses early and hold them as they scale, capturing transformational growth opportunities.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To generate long-term capital appreciation through early access to emerging businesses with significant disruptive growth potential.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"The Trust is co-managed by Douglas Brodie, Svetlana Viteva and Luke Ward. Its board is chaired by Gabriel Gliksberg, with Michael Joseph chairing the Nomination Committee and Jassen Trenkow chairing the Audit and Management Engagement Committee.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://edinburghworldwide.co.uk","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, informative and investment-focused, with emphasis on long-term growth, innovation, risk and transparency.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1998","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Managed by Baillie Gifford & Co Limited.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Provides investors with access to a globally diversified portfolio of smaller, immature and disruptive public and private companies that may be difficult to identify or access individually.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Active global investment management\nInvestment in public and private companies\nEarly identification of disruptive growth businesses\nPortfolio construction across 60–100 companies, at least six countries and 15 industries\nLong-term growth-oriented investment research","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Edinburgh Worldwide Investment Trust","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Share price: 252.00p; NAV at fair: 274.60p; premium/discount at fair: -8.2%; ongoing charges: 0.85%. Prices are shown at closing mid price and NAVs are estimated.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Investment management and investment trusts","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Shareholders and investors seeking exposure to global smaller companies, including individual investors, professional investors and intermediaries.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Investors seeking long-term capital appreciation through an actively managed, globally diversified portfolio of disruptive smaller companies, including private businesses.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Investing in global smaller companies\nGaining exposure to disruptive technology and innovation businesses\nAccessing a diversified portfolio of public and private companies\nSeeking long-term capital growth\nUsing an investment trust as a managed global equity allocation","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Potential for long-term capital appreciation\nExposure to emerging companies with disruptive growth potential\nDiversification across countries, industries and public and private businesses\nEarly access to businesses shaping the future","source_type":"1p_website","source_label":"Brand's website","source_url":"https://edinburghworldwide.co.uk","updated_at":"2026-11-07T06:58:54.806161+00:00"}]}],"last_refreshed_at":"2026-11-07T06:58:54.812038+00:00","last_changed_at":"2026-11-07T06:58:54.818364+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=c79671f7-32a4-4832-809a-456982b5d325"}