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Edinburgh Worldwide Investment Trust

Important information for shareholders of Edinburgh Worldwide Investment Trust. Read the announcement here to find out more about a General Meeting on 10 April and why the Board is urging shareholders to tender their shares.

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Protect your investment, protect your trust. Vote to stop SABA.

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What's Happening?

The Board of Edinburgh Worldwide Investment Trust (EWIT or the Company) has announced its intention to put forward a proposal to implement a tender offer for up to 100% of EWIT's issued share capital (the Tender Offer), to provide eligible shareholders with the opportunity to receive a significant initial cash exit and also retain access to the potential future value from EWIT's largest shareholding, SpaceX.

A General Meeting will take place on 10 April 2026 and the Board is urging shareholders to VOTE FOR the Tender Offer. The Board will be tendering the shares which they hold.

Shareholder webinar - ask your questions

Edinburgh Worldwide will be hosting a Q&A webinar with Chair Jonathan Simpson-Dent on Friday 27 March at 12.30pm. Shareholders will have the opportunity to ask any questions they may have in relation to the Board's proposal to implement a tender offer for up to 100% of EWIT's issued share capital at a General Meeting on 10 April 2026.

The session is open to all existing shareholders and interested parties. There will be a live Q&A on the day. Take the opportunity to submit your questions in advance by emailing enquiries@bailliegifford.com. These questions will be given priority on the day.

Register now
View transcript
<p>Dear shareholders,</p> <p>Edinburgh Worldwide remains under persistent attack from Saba Capital. A change of control of your company is becoming increasingly probable in the next few months. The Board has therefore proposed a tender offer for up to 100% of the issued share capital of the Trust to give eligible shareholders a choice, which you deserve, and the freedom to opt out before Saba is able to secure control of the Company.</p> <p>Twice in the last year, the majority of non-Saba shareholders have rejected the attempts by Saba to force through its proposals. Edinburgh Worldwide has a unique and exciting mandate and many of you do not want to see this destroyed by Saba for their own commercial self-interest. The Path for Growth strategy is delivering. We would love to carry on, to keep getting smarter, to keep outperforming our benchmark.</p> <p>Sadly, Saba thinks otherwise and, after exploring all reasonable options to reach a constructive resolution, the Board believes it would now be irresponsible to allow the Company to remain caught in this cycle indefinitely, or to subject shareholders to a change of control without a route out.</p> <p>Saba’s commercial self-interest and the structural weaknesses in our regulatory framework mean that it is only a matter of time before they succeed in taking control of Edinburgh Worldwide. A year ago, their first attempt was rejected by 64% of voters. A couple of months ago, after increasing its holding, Saba’s second attempt was rejected by 53% of voters. The margin gets ever tighter, and our detailed analysis suggests that Saba is on the verge of prevailing at the upcoming AGM.</p> <p>And Saba has now laid its cards on the table: A new Board, a new manager, ideally themselves, a new mandate. Saba has not listened to you.</p> <p>Now is the time for the Board to offer a safety net, to allow you to protect your investment, to sell out of Edinburgh Worldwide if you so choose, to move out of these choppy waters created by Saba’s persistence and their self-serving commercial objectives.</p> <p>The Board believes the proposed Tender Offer represents the best possible solution for shareholders in the current circumstances. This tender offers you cash up front for the majority of your shares close to net asset value. It also reserves some of your shares specifically for SpaceX. You will have heard market rumours of an upcoming IPO or other liquidity event at a significantly higher value than our carrying value. The Board believes that it is only fair and right to allow you to receive the cash benefits of any such upside as and when it happens.</p> <p>This is a much more attractive offer than Saba’s proposal at 99% of net asset value – no upside on SpaceX and no certainty of implementation by a new board it claims to be independent.</p> <p>This is not the outcome we would have chosen under different circumstances. However, having reached this impasse, the entire board will be voting for the tender offer and will then tender our shares.</p> <p>This could be your last chance before Saba takes control by forcing through board and managerial changes. Once again, you must vote. 50% of votes are required for this tender offer to progress.</p> <p>Please take this opportunity to vote – it really matters.</p> <p>Thank you for listening.</p> <p>Further details on how to vote can be found at <a href="http://www.trustewit.com/">www.trustewit.com.</a></p>

The rationale for the tender offer

Edinburgh Worldwide’s Board has proposed a tender offer for up to 100 per cent of the Trust’s issued share capital, giving eligible shareholders a choice and a route out as Saba Capital moves closer to taking control. Jonathan Simpson-Dent, Edinburgh Worldwide Trust’s Chair, explains why the Board believes this is the best possible solution for shareholders and urges them to vote.

Why you should vote FOR the tender offer

The Board is urging Shareholders to VOTE FOR the Tender Offer for the following reasons:

  • The Tender Offer gives shareholders the opportunity to receive a significant initial cash exit and retain access to the potential future value from EWIT’s largest shareholding, SpaceX
  • The alternative is uncertainty and potentially becoming trapped in a Saba-controlled vehicle
  • The Board fully commits to implementing the Company’s Tender Offer

How to vote if you hold shares through a platform

Your vote is very important. You are strongly encouraged to VOTE FOR the Tender Offer.

If you hold shares through a platform, such as Hargreaves Lansdown or Interactive Investor, you can vote by accessing your online account. Voting is straightforward and should take less than five minutes.

If you hold your shares in certificated form voting is now open. If you hold your shares through a platform their dates may differ so you should contact them directly if voting is not yet available.

Email

Need help?

If you are unsure of how to vote, please email Georgeson, a company that assists individuals in voting their shares.

Document

Step by step voting guide

Voting differs between the major platforms, but it will take you less than five minutes.

Download
Document

How to tender guide

Tendering your shares differs between the major platforms. Find out more in our guide.

Download
View transcript
<p>This tender offer is timed to pre-empt an ever-increasing likelihood that Saba will take control of Edinburgh Worldwide. Saba commenced its third attempt just 3 weeks after the majority of non-Saba shareholders rejected their proposals. The vote is getting ever tighter, and the Board’s detailed analysis suggests that it is increasingly probable that Saba gets control of your Company by the end of April.</p> <p>So what do you need to do?</p> <p>This is a 2-step process.</p> <p>First, this tender offer requires shareholder approval. You should vote to allow the tender to proceed, to give you choice and options – this requires a 50% majority of voting shareholders. This vote will be concluded on 10 April.</p> <p>Shareholders can vote by completing the Blue Form of Proxy or through CREST, if shares are held electronically.</p> <p>It is important that you complete and return the Blue Form of Proxy, appoint a proxy or proxies electronically or use the CREST electronic voting service in the manner referred to below by 8 April.</p> <p>Shareholders who hold their shares through an investment platform, such as Hargreaves Lansdown, Interactive Investor or AJ Bell, should contact your provider for information on how to vote, as platform deadlines may be earlier.</p> <p>And second, if you want to take advantage of this offer you must tender your shares. You will have until 16 April to do this.</p> <p>This can be done by completing the Gold Tender Form or submitting instructions through CREST.</p> <p>If you decide to tender your shares, you can expect two payments. First, the Company will begin the orderly sale of its listed investments. Once those assets have been sold, shareholders will receive an initial payment.</p> <p>A small portion of shares will then be placed in escrow. This simply means that they are held temporarily, cannot be traded, and remain in place until the Company realises your fair portion of SpaceX.</p> <p>The second payment will be made when there is a liquidity event for SpaceX, such as a sale or IPO. At that point, the Company would sell your SpaceX allocation and return the remaining value to shareholders.</p> <p>If you decide to stay in the Trust, you should expect change – a new board, a new manager, quite possibly Saba, a new mandate. A smaller Trust with Saba potentially yielding even more influence – and, inevitably, a less liquid portfolio.</p> <p>The entire board will be voting for the tender offer and will then tender our shares.</p> <p>Both I and the Board believe that this tender offer is the fairest and most deliverable solution for many shareholders who have twice rejected Saba’s alternative plans. But you must act twice: firstly, to allow this tender process to proceed, then to instruct on your own shares.</p> <p>Further details on how to vote can be found at <a href="http://www.trustewit.com/">www.trustewit.com</a>.</p>

How a tender offer works

Edinburgh Worldwide has proposed a two-step tender offer process that gives shareholders the option to opt out before Saba can secure control of the Company. Jonathan Simpson-Dent, Edinburgh Worldwide Trust’s Chair, explains how the offer works, outlines the key deadlines, and urges shareholders to act twice.

General meeting

2.00pm on 10 April at the offices of Dentons UK and Middle East LLP at One Fleet Place, London, EC4M 7RA.

Useful links

EWIT Chair discusses the tender offer on CNBC

Jonathan Simpson-Dent discusses Edinburgh Worldwide Investment Trust, Saba, shareholder voting and FCA concerns on CNBC.
April 2026
Video11 minutes

EWIT shareholder webinar: your questions answered

Jonathan Simpson-Dent answers shareholders’ key questions and explains why the Board supports the Tender Offer.
March 2026
Video40 minutes

Circular and notice of general meeting

Find out more on the notice of General Meeting.
March 2026
External link

Edinburgh Worldwide Q&A for shareholders

Questions and answers regarding the tender offer.
March 2026
External link

RNS Announcement – 16 March 2026

Circular re EWIT call to vote for tender offer.
March 2026
External link

How to vote via a proxy

All shareholders on the main register will be posted a copy of the circular covering the general meeting along with a proxy form and instructions on how to complete this. You can also read a copy of the circular. 

The Company has appointed Georgeson (a trading name of Computershare Investor Services PLC) to liaise with Shareholders to ensure that forms of Proxy are completed and submitted by the deadlines stated above. If you need further help or assistance in voting your Shares, please email EWIT@georgeson.com for more information. 

  • To be valid, the Form of Proxy must be completed and returned to the office of the Company’s Registrars, Computershare Investor Services PLC, The Pavilions, Bridgwater Road, Bristol BS99 6ZY so as to arrive no later than 2pm on 8 April 2026.
  • Alternatively, you may register your proxy appointment(s) electronically by visiting Computershare’s website. Electronic proxy appointments must also be lodged no later than 2pm on 8 April 2026.
  • Appointment of a proxy does not preclude you from attending the General Meeting and voting in person

If you have any questions relating to the completion and return of your Form(s) of Proxy or electronic proxy appointment(s), please contact Computershare’s Shareholder helpline on +44 (0) 370 703 6298 between 8.30am and 5.30pm (UK time) Monday to Friday (except on public holidays in England and Wales).

Every vote will count and your vote is important

Please ensure you VOTE to have your say on the future of your company.

Your vote is critical. The Board recommends that shareholders VOTE FOR the Tender Offer at the general meeting.

Contact us

Need help voting your shares?

Please email EWIT@georgeson.com for more information or contact the Shareholder helpline on +44 (0) 7748491929 between 8:30am and 5:30pm (UK time) Monday to Friday.

Shareholders
If you have any questions, please contact the Baillie Gifford Client Relations Team:
Email: enquiries@bailliegifford.com
Phone: 0800 917 2113. Calls may be recorded for training and monitoring purposes.
If calling from overseas, you can phone: +44 (0)131 275 3499.

Broadridge
If you have any issues with accessing the Broadridge system, client.services@broadridge.com should be able to assist you further.

Press enquiries
Greenbrook Advisory
Rob White / Peter Hewer
+44 (0)207 952 2000
ewit@greenbrookadvisory.com 

Overview

ISIN

GB00BHSRZC82

SEDOL

BHSRZC8

Investment proposition

Edinburgh Worldwide offers shareholders a unique portfolio of publicly traded and private businesses operating at frontiers of technological innovation and transformation. The Trust is a global smaller companies specialist aiming to generate long-term capital appreciation by early access to emerging businesses with significant disruptive growth potential. The portfolio does not seek to track the comparative index, hence a degree of volatility against companies index is inevitable. A spread of risk is achieved by having 60–100 companies, with exposure to a minimum of six countries and 15 industries. The Trust is actively managed and will primarily consist of listed companies although up to 25% of total assets can be invested, at the time of initial investment, in private companies.

Share price and charges

Price

228.00p

NAV at fair

229.18p

Premium (+) or discount (-) at fair

-0.5%

Ongoing charges*

0.85%

Key documents

Tender offer circularNotice of General Meeting CircularMonthly factsheetInterim reportAnnual reportAGM proxy voting results

Source: Morningstar. Share prices are shown at closing mid price. NAVs are estimated.

*Ongoing charges as disclosed in the latest Annual Report and Financial Statements and calculated in accordance with AIC recommendations. These charges are incurred by the Trust and are not deducted from the value of your investment as these charges are already accounted for in the Trust’s share price. Details of these costs can be found in the Key Information Document.

Key documents

Tender offer circularNotice of General Meeting CircularMonthly factsheetInterim reportAnnual reportAGM proxy voting results

Fund facts

Active share

99%*

Fund launch date

1998

AIC Investment Sector

Global Smaller Companies

Benchmark

S&P Global Small Cap Index

*Relative to S&P Global Small Cap. Source: Baillie Gifford & Co, S&P.

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.

Meet the managers

Meet the directors

Regulatory news announcements

Regulatory news announcements which are released to the London Stock Exchange can be accessed via their service.

Edinburgh Worldwide announcements

The Association of Investment Companies

Further information on investment trusts and the investment trust sector can be found on The Association of Investment Companies website.

Visit the website

Index disclaimer

The S&P 500, S&P Global SmallCap and Dow Jones Islamic Market World (index) are products of S&P Dow Jones Indices LLC or its affiliates ("SPDJI"), and has been licensed for use by Baillie Gifford & Co. S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates ("S&P"); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Baillie Gifford & Co. Baillie Gifford & Co Product(s) are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500, S&P Global Small Cap and Dow Jones Islamic Market World Index.

Contact us

Still have a question?  Please get in touch with us.

View our contact information

Fund performance

Periodic Performance

As at: 28 February 2026

1 Year
3 Years
5 Years
10 Years
Share Price
36.0%
42.6%
-33.0%
198.4%
NAV
22.5%
13.7%
-37.9%
148.8%
Index*
20.4%
36.2%
48.6%
194.1%

Discrete Performance

As at: 31 December 2025

31/12/2020 –
31/12/2021
31/12/2021 –
31/12/2022
31/12/2022 –
31/12/2023
31/12/2023 –
31/12/2024
31/12/2024 –
31/12/2025
Share Price
-20.9%
-39.8%
-10.9%
23.9%
9.5%
NAV
-17.4%
-34.4%
-4.8%
6.3%
17.1%
Index*
16.4%
-7.8%
9.4%
10.3%
9.9%

Past performance is not a guide to future returns. The value of your investment may go down as well as up, and you may not get back the amount you invested.

NAV is calculated with borrowings deducted at fair value for 1, 3 and 5 years and par value for 10 years.

Source: Morningstar, MSCI, S&P, total return in sterling.

Performance

As at: 28 February 2026

View by date range:

Source: Morningstar, MSCI, S&P.

Performance figures appear in GBP. The value of your investment may go down as well as up, and you may not get back the amount you invested.

Comparative Index is limited to a 5 year period from the current date.

The graph has been rebased to 100.

Please bear in mind that past performance is not a guide to future returns.

Active share

As at: 28 February 2026

View by date range:

Relative to S&P Global Small Cap. Source: Baillie Gifford & Co, S&P.

Discount/premium history at fair

As at: 28 February 2026

View by date range:

Source: Morningstar. Premium/Discount of share price to NAV at fair.

If the graph shows negative figures this means that the share price is lower than the NAV at fair – this is known as trading at a Discount.

If the graph shows positive figures this means that the share price is higher than the NAV at fair - this is known as trading at a Premium.

Contact us

Still have a question?  Please get in touch with us.

View our contact information

Fund portfolio holdings

The list of top 10 holdings that this fund invests in.

As at: 28 February 2026

#Holding% of total assets
1Space Exploration Technologies16.3%
2PsiQuantum6.4%
3Alnylam Pharmaceuticals4.8%
4Axon Enterprise3.0%
5AeroVironment2.6%
6Oxford Nanopore Tech2.4%
7Twist Bioscience2.1%
8Aehr Test Systems2.1%
9ASPEED Technology2.0%
10Xometry, Inc.1.9%
Full portfolio PDF

We publish our full portfolio with an intentional delay to protect the company’s intellectual property.

Geography

All figures up to: 28 February 2026

Total: 100%

Top 20 sector positions

All figures up to: 28 February 2026

Total: 92%

The information contained on this page is intended as a guide only and should not be relied upon when making investment decisions. All holdings information is unaudited. Source Baillie Gifford & Co.

Please note that totals may not sum due to rounding.

Contact us

Still have a question?  Please get in touch with us.

View our contact information

Insights

Key articles, videos and podcasts relating to the fund:

Filters

Insights

Viewing 65 of 65

  1. EWIT Chair discusses the tender offer on CNBC

    Jonathan Simpson-Dent discusses Edinburgh Worldwide Investment Trust, Saba, shareholder voting and FCA concerns on CNBC.
    April 2026
    Video11 minutes

  2. EWIT shareholder webinar: your questions answered

    Jonathan Simpson-Dent answers shareholders’ key questions and explains why the Board supports the Tender Offer.
    March 2026
    Video40 minutes
  3. Aerial top view oil tankers park at oil port.

    Navigating the Iran shock

    Edinburgh Worldwide discusses defence exposure and long-term growth discipline.
    March 2026
    Article8 minutes

  4. The rationale for the tender offer

    Edinburgh Worldwide Chair’s update: tender offer and shareholder vote
    March 2026
    Video4 minutes

  5. How a tender offer works

    Edinburgh Worldwide Chair’s update: how the tender offer works
    March 2026
    Video3 minutes

  6. EWIT: Manager Insights

    An update on performance and investment outlook.
    March 2026
    Video6 minutes
  7. A computer programmer in a blue-and-white checked sits in front of a laptop and two monitors displaying pages of code.

    Software’s sudden derating

    Edinburgh Worldwide finds resilient software companies amid the market’s reaction to AI disruption.
    February 2026
    Article5 minutes

  8. Edinburgh Worldwide Investment Trust Q4 update

    Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
    January 2026
    Video7 minutes

  9. EWIT must-read 2026 shareholder letter

    Safeguard your future: why your vote matters for Edinburgh Worldwide Investment Trust (EWIT)’s unique proposition.
    January 2026
    Article8 minutes

  10. Why the new strategy is working

    Edinburgh Worldwide Chair's update: strong performance and Saba response.
    January 2026
    Video3 minutes

  11. Chair urges shareholders to back board against Saba

    Edinburgh Worldwide Investment Trust Chair Jonathan Simpson-Dent urges shareholders to back its board against activist pressure from Saba Capital.
    December 2025
    External link10 minutes

  12. Looking at the facts

    The EWIT Board highlights strong performance and recommends that shareholders reject Saba’s proposals for the trust’s long-term future.
    December 2025
    Video3 minutes

  13. Why you should vote against

    Edinburgh Worldwide shareholders face a crucial vote. Protect the trust's future by voting against Saba.
    December 2025
    Video3 minutes
  14. A sleek, white aircraft with multiple propellers flies over the lush, green landscape with distant mountains and a city skyline under a clear, pale blue sky.

    EHang: the sky’s the limit

    Why Edinburgh Worldwide has invested in the Chinese company making flying cars a reality.
    November 2025
    Article4 minutes

  15. EWIT enlightenment: Alnylam

    The US drugmaker pivoting from a rare disease specialist to a major therapeutic platform.
    October 2025
    Article4 minutes

  16. Edinburgh Worldwide Investment Trust Q3 update

    Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes

  17. EWIT enlightenment: IREN

    The US datacentre operator turning renewable power into AI profits as grid constraints bite.
    September 2025
    Article6 minutes

  18. Bringing it home

    Meet the companies winning from deglobalisation.
    September 2025
    Article4 minutes

  19. EWIT enlightenment: MP Materials

    The owner of the US’s only rare earth mine is set for success, after a $500m partnership with Apple.
    August 2025
    Article3 minutes

  20. EWIT enlightenment: Amplitude

    How software company Amplitude is adapting to the AI age.
    July 2025
    Article3 minutes

  21. EWIT enlightenment: Astera Labs

    How this portfolio holding is solving critical data bottlenecks in AI infrastructure.
    June 2025
    Article3 minutes

  22. The Next Chapter

    Baillie Gifford trusts showcase private market focus and AI optimism at annual investment conference.
    May 2025
    ArticleLong read
  23. Computer-generated image of a circuit board, the purple, blue and white tracks stand out on a black background.

    EWIT enlightenment: CyberArk

    Discover how EWIT holding CyberArk is making our data more secure.
    May 2025
    Article3 minutes

  24. EWIT: the next generation of companies set to prosper

    Investment manager Douglas Brodie discusses the exciting opportunities for the portfolio for the year ahead.
    May 2025
    Video38 minutes

  25. Edinburgh Worldwide quarterly update

    An update on how recent EWIT are thinking about recent trade tensions.
    April 2025
    Video5 minutes

  26. Alnylam: Stock Story

    Richie Vernon explores the revolutionary drugs transforming patient lives.
    April 2025
    Video3 minutes

  27. Quantum, space, fusion: the big three

    How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.
    February 2025
    Podcast31 minutes

  28. Your vote, EWIT's future.

    Shareholders urged to protect the trust's future by voting against Saba.
    January 2025
    Video6 minutes

  29. EWIT: letter to shareholders

    Why your vote is crucial.
    January 2025
    Article8 minutes

  30. Edinburgh Worldwide manager update

    Portfolio managers Svetlana Viteva and Luke Ward discuss EWIT's planned evolution.
    December 2024
    Video45 minutes

  31. EWIT: Resetting a path for growth

    A comprehensive action plan for the Trust and proposal to return up to £130m to shareholders.
    November 2024
    Video5 minutes

  32. Small cap strife: big opportunities

    Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
    November 2024
    Article8 minutes

  33. Private investor forum: growth on sale

    Why it pays to keep faith in the company fundamentals
    October 2024
    Article6 minutes

  34. Our best disruptive ideas

    Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.
    September 2024
    Video3 minutes

  35. PsiQuantum: the leap to quantum computing

    How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.
    September 2024
    Article3 minutes

  36. Five powerful tailwinds behind EWIT

    Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.
    August 2024
    Article3 minutes

  37. The case for private companies

    An overview of Edinburgh Worldwide’s use of private companies.
    April 2024
    Document

  38. Future growth stars back in focus

    Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.
    June 2024
    Article7 minutes

  39. Stock story: PsiQuantum

    How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
    June 2024
    Video3 minutes

  40. EWIT’s vision on pioneering technologies

    Dive into EWIT's vision on DNA research, AI, and tech's role in future advancements.
    March 2024
    Video48 minutes
  41. Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust

    EWIT: Manager Insights

    Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.
    February 2024
    Video11 minutes

  42. The case for private companies

    An overview of Edinburgh Worldwide’s use of private companies.
    December 2023
    Document

  43. Growing up: early-stage companies

    Edinburgh Worldwide Investment Trust patiently holds high-potential, progressive businesses.
    December 2023
    Article4 minutes

  44. EWIT: growth companies shaping our tomorrow

    Investor Douglas Brodie talks about his approach and exciting opportunities for the portfolio
    November 2023
    Video40 minutes

  45. A view from the frontiers

    How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.
    November 2023
    Article3 minutes

  46. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article

  47. Investing in private companies

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    October 2023
    Video24 minutes

  48. How do we value private companies?

    Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.
    October 2023
    Video10 minutes

  49. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes

  50. Private company investing myths

    Busting three myths that could alter your view about what private company investing is.
    September 2023
    Video7 minutes

  51. How Alnylam nips disease in the bud

    The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
    September 2023
    Article

  52. Global Discovery manager update

    Investors discuss recent performance, holdings, and portfolio positioning for the Global Discovery Strategy.
    September 2023
    Video47 minutes

  53. The history of Edinburgh Worldwide Investment Trust

    While the investment policy and geographical focus may have shifted over 125 years, key themes link the story of the Edinburgh Worldwide Trust then and now.
    September 2023
    Article

  54. What is private company investing?

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    September 2023
    Video8 minutes

  55. Quoted Data research report - Edinburgh Worldwide Investment Trust

    Quoted Data's latest research report. Please note that this is paid for research.
    May 2023
    Document

  56. Edinburgh Worldwide: Manager Insights

    How has our portfolio of early-stage growth firms changed in a year of economic uncertainty?
    February 2023
    Video9 minutes

  57. Trust trip notes: Tel Aviv

    Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
    September 2022
    Article

  58. A decade of discovery

    A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
    September 2022
    Video11 minutes

  59. EWIT: Growth companies shaping our tomorrow.

    Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent unique and scalable technology-led opportunities over the coming decade and beyond.
    April 2022
    Video45 minutes

  60. Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.
    April 2022
    Article

  61. Edinburgh Worldwide: a global history.

    How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.
    January 2022
    DocumentLong read

  62. EWIT AGM: Manager Insights.

    An update on green hydrogen and software development investments among other activities.
    January 2022
    Video9 minutes

  63. Green hydrogen’s promise.

    Why using renewables to harvest the gas may be the best way for some industries to reach net zero.
    October 2021
    Article

  64. Edinburgh Worldwide Investment Trust AGM.

    Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.
    January 2021
    Video11 minutes

  65. Space: the final investment frontier

    Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.
    June 2019
    Podcast15 minutes
View transcript (1MB)

Edinburgh Worldwide Investment Trust Q4 update

Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.

  1. EWIT Chair discusses the tender offer on CNBC

    Jonathan Simpson-Dent discusses Edinburgh Worldwide Investment Trust, Saba, shareholder voting and FCA concerns on CNBC.
    April 2026
    Video11 minutes

  2. EWIT shareholder webinar: your questions answered

    Jonathan Simpson-Dent answers shareholders’ key questions and explains why the Board supports the Tender Offer.
    March 2026
    Video40 minutes
  3. Aerial top view oil tankers park at oil port.

    Navigating the Iran shock

    Edinburgh Worldwide discusses defence exposure and long-term growth discipline.
    March 2026
    Article8 minutes

  4. The rationale for the tender offer

    Edinburgh Worldwide Chair’s update: tender offer and shareholder vote
    March 2026
    Video4 minutes

  5. How a tender offer works

    Edinburgh Worldwide Chair’s update: how the tender offer works
    March 2026
    Video3 minutes

  6. EWIT: Manager Insights

    An update on performance and investment outlook.
    March 2026
    Video6 minutes
  7. A computer programmer in a blue-and-white checked sits in front of a laptop and two monitors displaying pages of code.

    Software’s sudden derating

    Edinburgh Worldwide finds resilient software companies amid the market’s reaction to AI disruption.
    February 2026
    Article5 minutes

  8. Edinburgh Worldwide Investment Trust Q4 update

    Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
    January 2026
    Video7 minutes

  9. EWIT must-read 2026 shareholder letter

    Safeguard your future: why your vote matters for Edinburgh Worldwide Investment Trust (EWIT)’s unique proposition.
    January 2026
    Article8 minutes

  10. Why the new strategy is working

    Edinburgh Worldwide Chair's update: strong performance and Saba response.
    January 2026
    Video3 minutes

  11. Chair urges shareholders to back board against Saba

    Edinburgh Worldwide Investment Trust Chair Jonathan Simpson-Dent urges shareholders to back its board against activist pressure from Saba Capital.
    December 2025
    External link10 minutes

  12. Looking at the facts

    The EWIT Board highlights strong performance and recommends that shareholders reject Saba’s proposals for the trust’s long-term future.
    December 2025
    Video3 minutes

  13. Why you should vote against

    Edinburgh Worldwide shareholders face a crucial vote. Protect the trust's future by voting against Saba.
    December 2025
    Video3 minutes
  14. A sleek, white aircraft with multiple propellers flies over the lush, green landscape with distant mountains and a city skyline under a clear, pale blue sky.

    EHang: the sky’s the limit

    Why Edinburgh Worldwide has invested in the Chinese company making flying cars a reality.
    November 2025
    Article4 minutes

  15. EWIT enlightenment: Alnylam

    The US drugmaker pivoting from a rare disease specialist to a major therapeutic platform.
    October 2025
    Article4 minutes

  16. Edinburgh Worldwide Investment Trust Q3 update

    Investment specialist Bill Chater reflects on recent performance, portfolio changes and market developments.
    October 2025
    Video7 minutes

  17. EWIT enlightenment: IREN

    The US datacentre operator turning renewable power into AI profits as grid constraints bite.
    September 2025
    Article6 minutes

  18. Bringing it home

    Meet the companies winning from deglobalisation.
    September 2025
    Article4 minutes

  19. EWIT enlightenment: MP Materials

    The owner of the US’s only rare earth mine is set for success, after a $500m partnership with Apple.
    August 2025
    Article3 minutes

  20. EWIT enlightenment: Amplitude

    How software company Amplitude is adapting to the AI age.
    July 2025
    Article3 minutes

  21. EWIT enlightenment: Astera Labs

    How this portfolio holding is solving critical data bottlenecks in AI infrastructure.
    June 2025
    Article3 minutes

  22. The Next Chapter

    Baillie Gifford trusts showcase private market focus and AI optimism at annual investment conference.
    May 2025
    ArticleLong read
  23. Computer-generated image of a circuit board, the purple, blue and white tracks stand out on a black background.

    EWIT enlightenment: CyberArk

    Discover how EWIT holding CyberArk is making our data more secure.
    May 2025
    Article3 minutes

  24. EWIT: the next generation of companies set to prosper

    Investment manager Douglas Brodie discusses the exciting opportunities for the portfolio for the year ahead.
    May 2025
    Video38 minutes

  25. Edinburgh Worldwide quarterly update

    An update on how recent EWIT are thinking about recent trade tensions.
    April 2025
    Video5 minutes

  26. Alnylam: Stock Story

    Richie Vernon explores the revolutionary drugs transforming patient lives.
    April 2025
    Video3 minutes

  27. Quantum, space, fusion: the big three

    How PsiQuantum, SpaceX and SHINE Technologies seek to shape the future and deliver growth.
    February 2025
    Podcast31 minutes

  28. Your vote, EWIT's future.

    Shareholders urged to protect the trust's future by voting against Saba.
    January 2025
    Video6 minutes

  29. EWIT: letter to shareholders

    Why your vote is crucial.
    January 2025
    Article8 minutes

  30. Edinburgh Worldwide manager update

    Portfolio managers Svetlana Viteva and Luke Ward discuss EWIT's planned evolution.
    December 2024
    Video45 minutes

  31. EWIT: Resetting a path for growth

    A comprehensive action plan for the Trust and proposal to return up to £130m to shareholders.
    November 2024
    Video5 minutes

  32. Small cap strife: big opportunities

    Exploring the transformative potential of small-cap companies such as DexCom, Tesla and Axon.
    November 2024
    Article8 minutes

  33. Private investor forum: growth on sale

    Why it pays to keep faith in the company fundamentals
    October 2024
    Article6 minutes

  34. Our best disruptive ideas

    Bill Chater spotlights three companies making world-changing breakthroughs: Alnylam, Axon and SpaceX.
    September 2024
    Video3 minutes

  35. PsiQuantum: the leap to quantum computing

    How PsiQuantum is ushering in a new type of computer that could change the way medicines are invented and make renewables more efficient.
    September 2024
    Article3 minutes

  36. Five powerful tailwinds behind EWIT

    Edinburgh Worldwide Investment Trust focuses on five key growth-supporting tailwinds underpinning future returns.
    August 2024
    Article3 minutes

  37. The case for private companies

    An overview of Edinburgh Worldwide’s use of private companies.
    April 2024
    Document

  38. Future growth stars back in focus

    Firms with winning technology and services are getting noticed again, despite the reign of the Magnificent 7.
    June 2024
    Article7 minutes

  39. Stock story: PsiQuantum

    How one company is finally bringing the boundless possibilities of quantum computing into reach of the wider market.
    June 2024
    Video3 minutes

  40. EWIT’s vision on pioneering technologies

    Dive into EWIT's vision on DNA research, AI, and tech's role in future advancements.
    March 2024
    Video48 minutes
  41. Douglas Brodie, lead manager of the Edinburgh Worldwide Investment Trust

    EWIT: Manager Insights

    Lead manager Douglas Brodie gives an update on performance with three key reasons for optimism.
    February 2024
    Video11 minutes

  42. The case for private companies

    An overview of Edinburgh Worldwide’s use of private companies.
    December 2023
    Document

  43. Growing up: early-stage companies

    Edinburgh Worldwide Investment Trust patiently holds high-potential, progressive businesses.
    December 2023
    Article4 minutes

  44. EWIT: growth companies shaping our tomorrow

    Investor Douglas Brodie talks about his approach and exciting opportunities for the portfolio
    November 2023
    Video40 minutes

  45. A view from the frontiers

    How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.
    November 2023
    Article3 minutes

  46. The hidden costs of software

    A decade ago, software companies were venture-backed and capital-light. That’s no longer true.
    October 2023
    Article

  47. Investing in private companies

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    October 2023
    Video24 minutes

  48. How do we value private companies?

    Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.
    October 2023
    Video10 minutes

  49. Nuclear fusion: SHINE lights the way

    The cancer-fighting firm that aims to lead a clean energy revolution.
    October 2023
    Article5 minutes

  50. Private company investing myths

    Busting three myths that could alter your view about what private company investing is.
    September 2023
    Video7 minutes

  51. How Alnylam nips disease in the bud

    The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.
    September 2023
    Article

  52. Global Discovery manager update

    Investors discuss recent performance, holdings, and portfolio positioning for the Global Discovery Strategy.
    September 2023
    Video47 minutes

  53. The history of Edinburgh Worldwide Investment Trust

    While the investment policy and geographical focus may have shifted over 125 years, key themes link the story of the Edinburgh Worldwide Trust then and now.
    September 2023
    Article

  54. What is private company investing?

    Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.
    September 2023
    Video8 minutes

  55. Quoted Data research report - Edinburgh Worldwide Investment Trust

    Quoted Data's latest research report. Please note that this is paid for research.
    May 2023
    Document

  56. Edinburgh Worldwide: Manager Insights

    How has our portfolio of early-stage growth firms changed in a year of economic uncertainty?
    February 2023
    Video9 minutes

  57. Trust trip notes: Tel Aviv

    Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.
    September 2022
    Article

  58. A decade of discovery

    A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.
    September 2022
    Video11 minutes

  59. EWIT: Growth companies shaping our tomorrow.

    Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, outlines his thoughts on the portfolio’s holdings and why he believes they represent unique and scalable technology-led opportunities over the coming decade and beyond.
    April 2022
    Video45 minutes

  60. Valuing private companies.

    Baillie Gifford explains its approach to valuing private companies in investment trust portfolios.
    April 2022
    Article

  61. Edinburgh Worldwide: a global history.

    How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.
    January 2022
    DocumentLong read

  62. EWIT AGM: Manager Insights.

    An update on green hydrogen and software development investments among other activities.
    January 2022
    Video9 minutes

  63. Green hydrogen’s promise.

    Why using renewables to harvest the gas may be the best way for some industries to reach net zero.
    October 2021
    Article

  64. Edinburgh Worldwide Investment Trust AGM.

    Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.
    January 2021
    Video11 minutes

  65. Space: the final investment frontier

    Fifty years on from the first moon landing, entrepreneurs on the west coast of America are stepping up spending on space. To discuss how this new space race might impact investment, Malcolm Borthwick is joined by Luke Ward – space enthusiast and deputy manager of Edinburgh Worldwide Investment Trust and the Global Discovery Fund.
    June 2019
    Podcast15 minutes

Contact us

Still have a question?  Please get in touch with us.

View our contact information

How to invest

You can invest in our funds via a number of fund platforms.

Please note that we do not have the facility for you to invest directly with us in our Investment Trusts and we do not offer ISAs, SIPPS or Share Plans.

Please also note that we do not have an online service for individual investors.

Further information on our funds can be found in the relevant Key Information and Prospectus Documents, which are available in English and will be sent to you free of charge on request.

Baillie Gifford does not sponsor, maintain or have any control over the content of any other websites. Therefore, we are not responsible for the adequacy or accuracy of any of the information you may view, nor do we undertake to ensure successful transmission to any linked website.

Investment platforms

Getting financial advice

At Baillie Gifford we don’t provide financial advice, but we do try our best to provide you with all the information we think you might need to make investment decisions. Of course, we realise there are occasions when you may want the advice of an expert.

Using professional financial advice

An authorised intermediary can give you advice and help on how best to manage your financial affairs based on your circumstances and investment aspirations. They can also help keep track of all your different investment interests, saving you a lot of time and bookkeeping.

Finding a financial adviser near you

If you want to use an authorised intermediary, Unbiased is a website that allows you to search for authorised intermediaries in your area. You can visit their site on www.unbiased.co.uk

Contact us

Still have a question?  Please get in touch with us.

View our contact information

AGM and voting

When you invest in an investment trust you become a shareholder and have a say on how the Company is run.  You also have a right to attend the Company's annual general meeting (AGM).

How to vote

The following link will take you through to The Association of Investment Trusts' (AIC) website where there is information on how to vote your shares if you hold them via one of the major platforms.

How to vote your shares

How to attend the AGM

If you hold your shares through a platform, it is not always obvious how to attend an AGM. The following link will take you through to The Association of Investment Trusts’ (AIC) website where there is information on how your platform can help you attend this important shareholder meeting.  If you do not see your provider listed, please contact your provider directly and ask them to assist.

How to attend the AGM

Edinburgh Worldwide Investment Trust corporate calendar

Our corporate calendar provides details of the regulatory events that occur over the year. This includes dates for reports, results, dividend payments and the AGM.

Event Month (each year)
Final results announced January
Interim results announced June
Financial year end date 31 October
Annual general meeting March
Dividends payable N/A

AGM

Edinburgh Worldwide's Requisitioned General Meeting and AGM was held on Friday 14 February 2025. You can read a summary of the results of the voting on AGM resolutions here.

View latest results

Voting

A breakdown of the votes cast by Baillie Gifford over the previous quarter on behalf of the investment trust is available in the Proxy voting disclosure.

View the disclosure

Registrar

Computershare Investor Services PLC maintains the share register on behalf of the Company. Queries regarding shares registered in your own name can be directed to:

Computershare Investor Service PLC, 
The Pavilions,
Bridgwater Road,
Bristol,
BS99 6ZZ

T: +44 (0)370 707 1643

Contact us

Still have a question?  Please get in touch with us.

View our contact information

Documents

You can access any literature about the Fund here.

To download any document you will need Adobe Reader. Please note that we can now provide you with Braille and audio transcriptions of our literature on request. It may take up to 10 days for the transcription to be completed dependent on the size of the document.

Contact us

Still have a question?  Please get in touch with us.

View our contact information