Edinburgh Investment Trust invests primarily in UK securities with the long term objective of achieving an increase of the Net Asset Value per share by more than the growth in the FTSE All-Share Index; and growth in dividends per share by more than the rate of UK inflation.
Edinburgh Investment Trust will generally invest only in companies quoted on a recognised stock exchange in the UK or in those which are about to enter the FTSE All-Share Index. It may invest up to 20% of the market value of its investment portfolio, measured at the time of any acquisition, in securities listed on stock exchanges outside the UK. The portfolio is selected by the Manager on the basis of its assessment of the fundamental value available in individual securities. Whilst the Edinburgh’s overall exposure to individual securities is monitored carefully by the Board, the portfolio is not primarily structured on the basis of industry weightings.
You can access the manager’s website here
You can view our interviews with the company’s Fund Managers below:
11 November 2022: James de Uphaugh – Weekly Show