Edinburgh Worldwide Investment Trust PLC

Edinburgh Worldwide Investment Trust PLC is a closed-ended investment company listed on the London Stock Exchange, managed by Baillie Gifford & Co. Limited. Its primary objective is to achieve long-term capital growth by investing mainly in listed smaller companies worldwide, with a focus on those offering significant disruptive growth potential at the frontiers of technological innovation and transformation. The trust targets businesses with market capitalizations no larger than the biggest constituent of the S&P Global Small Cap Index at initial investment, spanning sectors like healthcare (around 23%), technology (22%), and industrials (18%). Key holdings include Space Exploration Technologies Corp Series N Pref. (8.4%), Alnylam Pharmaceuticals Inc (6.8%), and AeroVironment Inc (4.7%), with substantial exposure to the United States (52%) alongside diversified positions in the UK, Australia, China, and others. Launched in 1998 as the successor to earlier trusts, it maintains total assets of approximately £828 million, an ongoing charge of 0.76%, and benchmarks against the S&P Global Small Cap TR GBP index, playing a vital role in providing investors access to high-growth global smaller companies.